Caledonia Wealth Management is an independent advisory firm founded in 2009 and based in Boulder, Colorado. The firm offers comprehensive wealth management services, combining personalized investment management with financial planning. Investment portfolios are constructed using in-house investment programs that can be tailored to traditional asset allocation strategies or incorporate sustainable environmental, social, and governance factors. In addition to managing investments, Caledonia provides guidance on retirement planning, investment reviews, wealth transfer, cross-border planning, college education funding, insurance and annuities, budgeting, cash flow management, retirement plan implementation, and philanthropic giving. The firm operates with a client-first approach, holding all client assets with independent custodians while maintaining discretionary authority to execute trades and manage portfolios in alignment with each client's specific long-term goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All fees are negotiable. Financial planning fees are generally waived for clients with more than $500,000 in assets under management.