Calder Financial LLC offers investment advice tailored to clients' needs. Services include discretionary and non-discretionary portfolio management. Calder Financial meets with clients to determine their investment objectives and risk tolerance, developing a strategy to provide continuous investment advice and make investments on their behalf. Clients engaged for portfolio management may receive complimentary financial planning. Calder Financial may refer clients to other specialists as needed.
Assets Under Management$130M
Clients103
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.55% |
| $2M+ | 0.40% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...