Calder Financial Group is an independent investment advisory firm providing investment management and financial planning services. Calder acts as a fiduciary, working only for its clients and avoiding conflicts of interest. Calder provides investment advice to both individuals and institutions, and also offers financial planning services to individuals and families.
Assets Under Management$260M
Clients501
Advisors5
Avg. per Client$520K
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
All fees are subject to negotiation. A minimum quarterly fee of $50 is generally required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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