Advisor at Plante Moran financial advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Plante Moran financial advisors
Location
Denver, CO 80237
Credentials
CFP®, Series 65
Industry experience
8 years
Jessica Caldwell is a Certified Financial Planner® and holds a Series 65 license with eight years of industry experience. She has been with Plante Moran Financial Advisors since 2016, working in their Denver, CO office. Prior to joining the firm, she worked at Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm emphasizes strategic asset allocation and manager selection, employing a variety of analytical methods and managing a majority of its assets on a non-discretionary basis.
Based on Plante Moran financial advisors
Fixed fees available for nonrecurring services and seminars/workshops; varies by engagement
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%
Standard hourly rates range from $110 to $450
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for clients subject to fee schedule
8181 E Tufts Ave, Suite 600
Denver, CO 80237
Colorado
Plante Moran Financial Advisors
2019 - Present (7 years)
Plante Moran Financial Advisors
2016 - 2019 (3 years)
Michigan State University
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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