Thomas Calcagnini
Thomas Calcagnini is a registered investment advisor at Calcagnini Wealth Management, LLC, based in Beverly Hills, CA, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 56 clients with $47M 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable. The firm may employ margin strategies, which increases the asset-based fee.
Fee Estimator
Location
Beverly Hills, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2007Other Business ActivitiesSells Insurance
Thomas is a licensed California insurance agent since 2010, selling life insurance, long-term care, and fixed annuities, dedicating minimal time to this activity. He also serves as a consultant and independent contractor for Eastward Capital Partners LLC, a venture debt fund, spending a few hours per week assisting with capital calls, distributions, and investor disclosures.
Employment History
Current Registrations
Calcagnini Wealth Management, LLC
Previous Registrations
Wbb Securities, LLC
Victus Capital Wealth
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
State Registrations3 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.