Caleb Rutter is a CFP-designated registered investment advisor at Tfo Family Office Partners, based in Phoenix, AZ, with 3 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 306 clients with $5B 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% |
The total percentage fee charged can range up to a maximum of 1.25% of assets under management. Fees are negotiable and may be structured as a flat fee or percentage of net worth in certain cases.
Fee Estimator
Location
5060 North 40th Street, Suite 200, Phoenix, AZ, 85018
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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
Tfo Family Office Partners
State Registrations2 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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