Caliber Wealth Advisory is a registered investment advisor located in Tampa, Florida. Caliber Wealth Advisory offers personalized investment management and comprehensive financial planning services to individuals, high-net-worth individuals, corporations, and government agencies. For investment management, Caliber Wealth Advisory builds tailored portfolios primarily using passive index mutual funds and exchange-traded funds, and may also utilize third-party managers. The comprehensive financial planning service covers a wide range of topics, including retirement planning, tax strategies, cash flow and debt management, estate planning, college savings, employee benefits optimization, and risk management. Caliber Wealth Advisory operates as a fee-only firm, meaning compensation comes solely from clients rather than commissions or product sales, and the firm is legally required to act in your best interest. The principal owner and Chief Compliance Officer is Ronald Thomas LeClaire Jr.
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 | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Fees are negotiable and paid quarterly in advance. Using a third-party manager adds an extra 0.10% fee.
