Calcagnini Wealth Management provides ongoing asset management, pension consulting, and financial planning services to individuals, families, and businesses. Founded in 2018 and owned by Thomas Calcagnini, the firm creates customized investment portfolios using individual stocks, bonds, exchange-traded funds, options, and mutual funds. Portfolios are reviewed at least quarterly and can be managed on a discretionary or non-discretionary basis. In addition to investment management, Calcagnini Wealth Management offers financial planning and consulting covering retirement, estate planning, taxes, insurance, real estate, and business planning. The firm also provides third-party money manager referrals and works primarily with individuals, high-net-worth clients, trusts, and business entities.
Fee Structure
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 at the firm's discretion. Pension consulting services have a separate fee schedule starting at 1.00%.