Caleb Rouse is a registered investment advisor at Cravens & Company Wealth Management, based in Cookeville, TN. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 229 clients with $250M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Overall portfolio expenses may be lower through a combination of ETFs, list funds, and individual securities. Fees may be negotiable.
Fee Estimator
Location
1080 Interstate Drive, Cookeville, TN, 38501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cravens & Company Wealth Management
State Registrations1 state
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