Calder Financial Group offers personalized investment management and comprehensive financial planning services to individuals, families, retirement plans, foundations, and endowments. Founded in 1988, Calder Financial Group builds diversified portfolios using mutual funds, exchange-traded funds, stocks, and bonds across five distinct risk-based models. The firm acts in the best interest of clients at all times, providing both discretionary management, where the firm makes trades on your behalf, and financial planning tailored to your broader life goals. Calder Financial Group also provides consulting for private placement investments and hourly financial advice for specific issues.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
All fees are subject to negotiation. Minimum quarterly fee is $50.