A complete list of active advisors currently associated with Calder Financial LLC
Warmer can help you find a great advisor at Calder Financial LLC or one who fits your needs even better.
Calder Financial LLC provides investment advisory services to individual and high-net-worth clients through discretionary portfolio management and related financial planning. The firm reports managing about $134.8 million in discretionary client assets across 247 accounts and offers complimentary financial planning to clients who engage its portfolio management services. Calder constructs customized portfolios using ETFs, mutual funds, and individual stocks and may also implement third‑party model portfolios, employing methods such as fundamental analysis and modern portfolio theory. The firm emphasizes ongoing monitoring and rebalancing tailored to each client’s objectives and generally requires discretionary trading authority for managed accounts. Notable operational features disclosed in the brochure include the firm’s routine requirement that clients custody assets at Charles Schwab & Co. and direct brokerage through Schwab, and the receipt of Schwab institutional support services that create potential conflicts of interest. The firm also manages only discretionary accounts, does not accept performance‑based fees, and does not vote client proxies, distinctions that differentiate it from many peers that offer non‑discretionary arrangements, multiple custody options, or proxy‑voting services.
To learn more about the advisors currently working at Calder Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Downingtown, PA
| 38
|
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