Calculated Wealth offers financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. Investment management involves creating and managing portfolios based on a client's individual needs and goals. Clients can choose between strategic or tactical asset allocation strategies.
Assets Under Management$200M
Clients194
Advisors4
Avg. per Client$1M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. Clients with more than $1,400,000 in Assets Under Management will receive Financial Planning at no additional charge. There is also an option for Investment Management Services - With Tactical Asset Allocation, which has a maximum annual advisory fee of 2.00% on all assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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