Caldwell Sutter Capital offers investment advice and portfolio management, along with financial planning services. Caldwell reviews your financial situation, goals, and risk tolerance to create a suitable investment strategy. Caldwell manages investments in equities, fixed income, and other asset classes. Caldwell may provide financial planning services for a fee, including wealth accumulation, protection, and transfer strategies.
Fee Structure
Caldwell Sutter Capital's fees for managing your investments vary depending on the investment strategy and the type of assets in your portfolio.
For the CS Value strategy:
- Fixed income securities, limited partnerships, and other private funds: 0.5% per year
- ETFs and closed-end funds: 1% per year
- Individually researched equities: 1.5% per year
For the CS Strategic Diversified strategy, the annual fee ranges from 0.15% to 1.5% based on the total value of your portfolio and the complexity of services.