Caleb Doane
Caleb Doane is a registered investment advisor at Foster Financial Services, LLC, based in Fort Wayne, IN, with 4 years of industry experience. Caleb is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $2.5M | 0.85% |
| $2.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable based on account size and complexity. This is a blended fee schedule where total household assets progress through the tiers.
Fee Estimator
Location
2720 Dupont Commerce Court, Suite 170, Fort Wayne, IN, 46825
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Caleb operates under the DBA Foster Financial and is an independent insurance agent, potentially selling equity indexed annuities. He also co-owns Gravel Road Estates, a real estate venture, dedicating a few hours per week to it and receiving rental income.
Employment History
Current Registrations
Foster Financial Services, LLC
Harbour Investments, INC.Broker
Harbour Investments, INC.
State Registrations6 states
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
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