Calderwood Financial Strategies is a registered investment advisory firm offering asset management services, including continuous supervision of client accounts invested in stocks, bonds, mutual funds, and exchange-traded funds. They also provide retirement plan consulting services to employer-sponsored retirement plans, acting as a co-fiduciary. Recommendations are tailored to individual client needs and financial situations.
Fee Structure
Calderwood Financial Strategies charges a negotiable annual fee based on the total value of your portfolio. The exact fee will be detailed in your investment advisory agreement. The standard fee ranges from 0.10% to 1.50% of your portfolio's value. Fees are paid monthly or quarterly in arrears, based on the portfolio's value at the end of the prior period.