Caleo Capital offers investment management using mutual funds and ETFs, along with financial planning services. They create personalized investment strategies and may refer clients to outside managers. Financial planning services are available on a fixed fee or hourly basis and can cover various areas like retirement, insurance, and education funding. Caleo aims to grow and protect clients' long-term assets through diversified portfolios.
Assets Under Management$100M
Clients190
Advisors4
Avg. per Client$530K
Avg. per Advisor$25M
www.youtube.com/@caleocapitalusa ·www.linkedin.com/company/caleocapital-usa ·www.caleocapital-usa.com
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable and may be higher than other advisors. Caleo may consider a legacy client’s “inherited” fee schedule from other firms, or we may charge a separate fee for self-directed, unmanaged assets on which we advise or include in consolidated reporting.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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