Calamita Wealth Management offers investment management and financial planning, including cash flow and budgeting, debt reduction, insurance and risk management, retirement goal setting, wealth transfer strategies, and tax planning. Calamita Wealth Management also provides one-time financial planning services. The firm also offers retirement plan advisory services to plans and plan fiduciaries.
Assets Under Management$140M
Clients110
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$69M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are calculated quarterly and paid in advance. The minimum quarterly fee for any account is $2,500. CWM may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where CWM deems appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
