Caliber Wealth Advisory manages investment portfolios and offers financial planning services. Caliber is a fee-only firm, meaning it only gets paid by its clients. Financial planning covers areas like retirement, insurance, investments, and estate planning. Caliber may recommend third-party professionals, but clients are not obligated to use them.
Assets Under Management$24M
Clients21
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
The above fee schedule does not include the Outside Trading Manager’s annual fee of 0.10%. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
