Calrivan Wealth Management provides investment management and financial planning services. Investment management is offered on a discretionary basis, tailoring strategies to client goals and risk tolerance. Financial planning includes full financial plans and consultation services covering various topics like retirement, taxes, and estate planning. Clients can impose restrictions on investments.
Assets Under Management$3.9M
Clients8
Advisors1
Avg. per Client$490K
Avg. per Advisor$3.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.05% |
| $500K - $1000K | 0.95% |
| $1000K - $1.5M | 0.85% |
| $1.5M+ | 0.75% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...