Caldwell Investment Services LLC provides portfolio management services tailored to individual client goals, objectives, and risk tolerance. These services include investment strategy, asset allocation, and regular portfolio monitoring. CISL also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$35K
Clients1
Advisors1
Avg. per Client$35K
Avg. per Advisor$35K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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