Robert Caird is a CFP-designated registered investment advisor at Caird Family Wealth Management, based in Greenfield, IN, with 2 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 48 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
This fee schedule is for wealth management services. For fixed income investment management only, the fees are: First $5,000,000: 0.50%, $5,000,001 - $10,000,000: 0.40%, $10,000,001 - $20,000,000: 0.35%, Over $20,000,000: 0.15%. Fees are negotiable.
Fee Estimator
Location
Greenfield, IN
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Caird Family Wealth Management
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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