Caliber Wealth Management is a registered investment advisor offering ongoing portfolio management, non-management investment advice, comprehensive financial planning, retirement plan services, and in-house tax preparation and consulting. The firm builds globally diversified portfolios using fundamental security analysis, market trends, and economic cycles, primarily utilizing exchange-traded funds and mutual funds, alongside individual stocks, bonds, and alternative investments. Services are tailored to individuals, families, and businesses through a personalized assessment process. The firm operates with a team of multiple owners and professionals in Overland Park, Kansas, and is legally required to act in your best interest as a fiduciary.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% to 1.50% depending on the level of service, amount of assets managed, and complexity of the engagement. Fees are negotiated prior to the engagement.
