Calisi Wealth Management offers investment advisory and financial planning services, including custom portfolio management using a tactical allocation strategy. They may recommend various securities and adjust investment allocations. Clients receive financial planning services at no additional cost with investment advisory services. Calisi Wealth Management also offers qualified retirement plan consulting services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Calisi Wealth Management charges an annual management fee for investment advisory services, payable monthly or quarterly. The fee may range up to 2.5% per year, depending on the investment strategy and account size. The average fee is about 1.0% to 1.25% per year for accounts not managed by a sub-advisor. Fees are non-negotiable.
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