Calado Capital offers personalized financial planning and discretionary portfolio management services. Financial planning includes analyzing a client's financial situation and objectives to create a written plan. Portfolio management involves creating investment strategies and selecting investments, including third-party managers. Calado Capital also provides investment advisory services to retirement plans.
Assets Under Management$1.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable depending on AUM, range of investments, and complexity of financial circumstances. Third party managers and program sponsor charge additional fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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