Calvie Financial is a fee-only registered investment advisor offering investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's goals and risk tolerance. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. Calvie Financial may recommend outside investment managers.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
calviefinancial.com ·www.linkedin.com/in/clinton-vilks-cfa-b2a9425b ·linkedin.com/company/calvie-financial
Fee Structure
Minimum Investment:$250K
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% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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