Claudio Calado is a registered investment advisor at Calado Capital, based in New York, NY, with 11 years of industry experience. Claudio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable depending on AUM, range of investments, and complexity of financial circumstances. Third party managers and program sponsor charge additional fees.
Fee Estimator
Location
250 Park Ave 7th Flr, New York, NY, 10177
Get directionsHistory
Regulatory History (1)
Financial
January 2023Other Business Activities
Claudio is a managing partner at C2 Capital LLC (pending registration) and Purgatory Films LLC, and the CEO of Gissing Holdings. He dedicates nearly full-time hours to C2 Capital LLC and about 10-20% of his time to Purgatory Films LLC.
Employment History
Current Registrations
Calado Capital
Doeren Mayhew Capital Advisors, LLCBroker
Previous Registrations
Dcf, LLCBroker
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.