EP
EP

Everett Price

8 Years of Experience
Englewood, NJ

Everett Price is a registered investment advisor at Calydon Capital, LLC, based in Englewood, NJ, with 8 years of industry experience. Everett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 297 clients with $3.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
297 clients
Average Client Portfolio
$12.0M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The annual fee ranges from 0.10% to 1.50% based on market value and services rendered. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

285 Grand Avenue Patriot Centre, Building 1, Englewood, NJ, 07631

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Calydon Capital, LLC
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
R. Seelaus & CO., LLCBroker
May 2017 - September 2021 · 4 yrs 4 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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