Calibrate Wealth provides wealth management services to clients, offering advice on various asset classes like stocks, mutual funds, and ETFs. Calibrate Wealth tailors its services to each client's individual investment objectives, risk tolerance, and financial needs. Calibrate Wealth manages client accounts with discretionary authority, meaning they make investment decisions without prior consultation, based on the client's established goals.
Assets Under Management$9.5M
Clients18
Advisors2
Avg. per Client$530K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...