Recalibrating Wealth provides investment management and financial planning services. Investment management involves ongoing advice based on your individual needs, including developing an investment plan and managing a portfolio. Financial planning includes evaluating your current and future financial state, covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Recalibrating Wealth may recommend other professionals but does not receive compensation from them.
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
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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