Calvert Wealth Management provides investment advice and financial planning to individuals, trusts, estates, and businesses. Services include portfolio management, wealth planning, and financial consulting. The firm creates portfolios using various investments like stocks, bonds, ETFs, and mutual funds. Financial planning covers investments, taxes, insurance, estate planning, college planning, retirement, and senior care. Consulting services are offered on an hourly basis for specific financial questions.
Assets Under Management$170M
Clients359
Advisors3
Avg. per Client$470K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.60% |
| $7M+ | 0.50% |
Fee is negotiable on a client-to-client basis. Calvert Wealth Management maintains a $100/quarter minimum fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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