Calculated Wealth is a registered investment advisor based in Madison, Wisconsin, offering personalized investment management and comprehensive financial planning services. Founded in 2022, Calculated Wealth builds tailored investment portfolios using both passive strategies, such as index funds and exchange-traded funds, and tactical asset allocation approaches based on client goals, time horizons, and risk tolerance. In addition to managing investment portfolios, Calculated Wealth provides holistic financial planning covering retirement projections, tax strategies, business planning, estate planning reviews, cash flow and debt management, college savings, and risk management. The firm serves individuals, high-net-worth clients, and small business owners.
Fee Structure
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 and calculated as a blended rate. Tactical asset allocation strategy has a maximum annual fee of up to 2.00%. Clients with over $1,400,000 in assets receive financial planning at no extra charge.