Caliber Investment Advisors is an investment management firm that builds customized portfolios for individual investors and businesses. Caliber focuses on long-term investment strategies using fundamental and technical analysis, constructing portfolios primarily from exchange-traded funds, mutual funds, individual stocks, and bonds. Caliber operates as a registered investment advisor legally required to act in your best interest. In addition to portfolio management, Caliber's owner is also licensed to sell insurance products, offering additional financial solutions when needed.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are negotiable at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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