Recalibrating Wealth manages investment portfolios and provides personalized financial planning for individuals and families. Recalibrating Wealth's services include retirement planning, cash flow and debt management, tax planning strategies, estate planning, college savings, and investment management. Recalibrating Wealth specializes in working with individuals and high net-worth individuals who want comprehensive guidance on their financial lives.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
www.linkedin.com/in/steve-heinemann ·www.linkedin.com/company/recalibrating-wealth ·www.recalibratingwealth.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable. A minimum annual portfolio management fee of $6,000 applies to each client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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