Calvert Planning Corporation offers investment management and financial planning services to individuals, trusts, and other entities. The firm provides a free initial consultation to review your financial situation. Investment management utilizes an asset allocation strategy primarily using no-load mutual funds, but can include individual stocks and bonds. Calvert Planning Corporation does not participate in a wrap program.
Assets Under Management$17M
Clients37
Advisors1
Avg. per Client$460K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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