Kevin Caldwell
Advisor at Islands East 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.
Advisor at Islands East 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
Islands East Advisors
Location
Chester, MD 21619
Credentials
Series 65
Industry experience
2 years
Kevin Caldwell is a financial advisor at Islands East Advisors with a Series 65 designation and two years of industry experience. He has worked at WR Grace & Co since 2014 as a Demand Planner and Financial Analyst in the specialty chemicals sector, focusing on forecasting demand for catalysts used in oil refineries. Islands East Advisors serves individual households, nonprofit organizations, and employer plan sponsors with financial planning, portfolio management, and retirement plan consulting. The firm employs modern portfolio theory alongside fundamental and cyclical analysis, offering discretionary investment management and retirement plan services with an emphasis on educational seminars and nonprofit clients.
Based on Islands East Advisors
Based on Islands East Advisors
Initial financial planning fee up to $500; recurring fixed fees for ongoing financial planning from $300 to $1,500 quarterly.
$0 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.45% $10,000,001+: 0.30%
$200 per hour for Project-Based Financial Planning.
Fee-only: Financial planning fees: Initial setup fee up to $500, recurring fixed fees ranging from $300 to $1,500 quarterly (waived if client has investment management with at least $750,000 AUM), Project-based financial planning at $200/hour.
1563 Postal Road, Ste 3 B C2
Chester, MD 21619
Maryland
Islands East Advisors LLC
2023 - Present (3 years)
WR Grace & Co
2014 - Present (12 years)
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