Todd Calamita is a CFP-designated registered investment advisor at Calamita Wealth Management, based in Charlotte, NC, with 21 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 110 clients with $140M 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 | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are calculated quarterly and paid in advance. The minimum quarterly fee for any account is $2,500. CWM may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where CWM deems appropriate under the circumstances.
Fee Estimator
Contact
Todd Calamita
Location
6135 Park South Drive, Suite 510, Charlotte, NC, 28210
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Todd owns Antoinette Properties, a real estate holding company, since 2005. He dedicates minimal time to this activity.
Employment History
Current Registrations
Calamita Wealth Management
Previous Registrations
RBC Capital Markets Corporation
Wachovia Securities, LLC
State Registrations2 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.
Exams
Additional Information
How much do I need to retire? Our retirement planning services give you the confidence and clarity to retire without running out of money.