Calibrate Wealth provides wealth management and investment advisory services to individuals, high-net-worth individuals, trusts, estates, and business entities. Calibrate Wealth builds diversified portfolios using a top-down macroeconomic research approach, investing across equities, mutual funds, exchange-traded funds, fixed income instruments, and options. Client portfolios are managed on a discretionary basis, meaning Calibrate Wealth makes trades on your behalf without prior consultation after establishing your initial investment strategy. In addition to managing investments, Calibrate Wealth provides financial planning services to help clients review their current financial position and establish realistic goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Calibrate Wealth charges an annual asset-based fee of 1% on all assets under management, billed monthly in arrears. Fees may be negotiable in certain cases.