Abigail Caldwell is a CFP-designated registered investment advisor at Strata Wealth Advisors, LLC, based in Krum, TX, with 5 years of industry experience. Abigail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 227 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard fee ranges from 0.30% to 1.25% based on assets under management. Comprehensive advisory clients are subject to annual minimum fees of $3,000 or $15,000 depending on the service model. Fees are negotiable.
Fee Estimator
Location
Krum, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Strata Wealth Advisors, LLC
State Registrations1 state
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