Caledonia Wealth Management provides investment management using investment programs and financial planning services. Clients can choose one or both services. Caledonia manages investments with discretionary authority, meaning they can make trades without your prior consent. They use sustainable and traditional investment programs. Financial planning covers retirement, investments, wealth transfer, education, and more. Caledonia does not receive commissions.
Assets Under Management$68M
Clients83
Advisors2
Avg. per Client$820K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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