Kevin Caldwell is a registered investment advisor at Islands East Advisors, based in Chester, MD, with 2 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 20 clients with $3.1M 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 | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fee Estimator
Location
1563 Postal Road, Ste 3B-C2, Chester, MD, 21619
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin works full-time as a Demand Planner/Financial Analyst for WR Grace & Co, a specialty chemicals company, since 2014. He forecasts demand for catalysts and additives sold to oil refineries, dedicating nearly all of his time to this role.
Employment History
Current Registrations
Islands East Advisors
State Registrations1 state
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