Caldwell Fairfield Advisors offers financial planning and consulting services, including tax planning, tax preparation, estate planning, and insurance guidance on a standalone basis. Caldwell Fairfield Advisors does not directly manage client investments or provide investment supervisory services. Instead, when clients want portfolio management, Caldwell Fairfield Advisors recommends independent investment managers and acts as a promoter for them, earning referral fees paid directly by those managers. Caldwell Fairfield Advisors is owned by Jeffrey Lieberman, who is also the sole stockholder of an independent certified public accounting firm, Weinberg, Lieberman & Co.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning and consulting — Generally $550 per hour, depending on the scope of services and the professional providing them. Fees are negotiable.
Hourly Rate:$550/hr
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