Caleb Humbert

Manning & Napier Advisors, LLC

6 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Manning & Napier Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

47 advisors

Number of Clients

3,469 clients

Average Client Portfolio

$5.3M average

Assets Under Management

$18.4B

Fee Structure

Minimum Investment:$100K

Minimum Annual Fee:$1,500

Location

290 Woodcliff Drive, Fairport, NY, 14450

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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.

Other Business Activities

Caleb works as a delivery driver for Door Dash and Instacart since October 2021, and as a lacrosse referee since February 2023. These activities are not investment-related and do not occur during trading hours.