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Everett Price

8 Years of Experience
Memphis, TN

Everett Price is a registered investment advisor at Calydon Capital, LLC, based in Memphis, TN, with 8 years of industry experience. Everett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 131 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
131 clients
Average Client Portfolio
$21.8M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Calydon Capital charges an annual fee based on a percentage of the value of your portfolio. The annual fee varies between 0.10% and 1.50%, depending on the amount you invest and the type of investment or management services provided. Calydon Capital may negotiate a lower fee based on certain criteria. In some situations, Calydon Capital may also be paid compensation based on a share of capital gains or capital appreciation of your assets.

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Location

999 Shady Grove Rd South, Suite 106, Memphis, TN, 38120

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Calydon Capital, LLC
April 2022 - Present · 4 yrs
Previous Registrations
R. Seelaus & CO., LLCBroker
May 2017 - September 2021 · 4 yrs 4 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.
Everett Price - Financial Advisor | TrueAdvisor