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, Financial Planning & Coaching, and 5 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% |
Subject to a minimum quarterly fee of $2,500 ($10,000 annually). Fees may be negotiable at the firm's discretion.
Fee Estimator
Contact
Todd Calamita
Location
6135 Park South Drive, Suite 510, Charlotte, NC, 28210
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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
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