Calvin Rutledge is a registered investment advisor at Coppell Advisory Solutions LLC, based in Poplar Bluff, MO, with 16 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
Poplar Bluff, MO
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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 →Other Business ActivitiesSells Insurance
Calvin works as an independent insurance agent, focusing on fixed insurance sales. This activity consumes nearly a full-time commitment.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Royal Fund Management, LLC
Ing Financial Partners, INC
Gradient Advisors, LLC
Allegiant Asset Management L.L.C.
Envision Investment Advisors, LLC
First Financial Advisors, LLC
Kcd Financial, INC.
State Registrations2 states
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.