Calibre Investment Management offers portfolio management tailored to individual client goals and risk tolerance. They create investment policy statements and manage investments with discretionary authority. Calibre also offers financial planning covering areas like retirement, college, and tax planning. They may select third-party investment advisors to manage client assets.
Assets Under Management$100M
Clients160
Advisors2
Avg. per Client$640K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...