Calamita Wealth Management is a registered investment advisor that offers a comprehensive service combining investment management and financial planning. The firm helps clients with cash flow, debt reduction, insurance analysis, retirement goals, wealth transfer strategies, and tax planning. Operating on a discretionary basis, Calamita Wealth Management builds personalized portfolios and monitors financial plans over time. The firm also offers one-time, standalone financial planning services for clients who do not need ongoing investment management. Calamita Wealth Management serves individuals, high-net-worth individuals, pension and profit-sharing plans, and businesses from its office in Charlotte, North Carolina.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Subject to a minimum quarterly fee of $2,500 ($10,000 annually). Fees may be negotiable at the firm's discretion.
