Calcagnini Wealth Management offers investment advice and asset management to individuals, families, and businesses. CWM provides services such as creating investment portfolios, pension consulting for employer plans, and financial planning. CWM tailors its advice to each client's needs and allows clients to place restrictions on investments.
Assets Under Management$47M
Clients56
Advisors1
Avg. per Client$840K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable. The firm may employ margin strategies, which increases the asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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