| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 0.01% |
| $750K - $1.5M | 0.01% |
| $1.5M - $3.0M | 0.01% |
| $3M+ | 0.01% |
Fees are negotiable within the fee schedule.
8160 Perry Highway, Pittsburgh, PA, 15237
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Calen works as an independent insurance agent in Pittsburgh, PA, selling accident and health, life, and fixed annuities. This activity takes a few hours per week, all during trading hours.