Calder Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$134,762,591
Clients
103
52% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
103
Very HighAverage account size
$1,308,375
About
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.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $1,500,000: 0.70% $1,500,001 - $2,000,000: 0.55% $2,000,001+: 0.40%
Main office location
Calder Financial LLC
Downingtown PA, United States
Number of offices
1
Most active in
Calder Financial LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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