Daren Shavell is a CFA-designated registered investment advisor at Calder Financial Group, based in Ada, MI, with 18 years of industry experience. Daren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 501 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
All fees are subject to negotiation. A minimum quarterly fee of $50 is generally required.
Fee Estimator
Location
7504 Thornapple River Dr. Se, Ada, MI, 49301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Calder Financial Group
Previous Registrations
Jim Roberts - Centennial Securities Advisory Services, LLC
Centennial Securities Company INC
Centennial Securities Company, INC.Broker
The Enterprise Investment Company
The Enterprise Securities CompanyBroker
Telemus Investment Brokers, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.