Calhoun Wealth Management provides investment management and financial planning services to individuals and high net worth individuals. For investment management, Calhoun Wealth Management builds a profile of the client's goals and risk tolerance to determine the appropriate asset allocation. Financial planning involves working one-on-one with a planner to develop and implement a plan.
Assets Under Management$57M
Clients125
Advisors1
Avg. per Client$460K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1000K | 1.20% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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