Caliber Wealth Management (CWM) offers ongoing investment management where CWM makes and implements investment decisions. CWM also provides non-management investment advisory services where CWM makes recommendations, but the client decides whether to implement them. CWM offers financial planning services covering education funding, retirement, estate, risk management, employee benefits, and tax planning. CWM also provides retirement plan services to businesses.
Fee Structure
Fees for investment management at Caliber Wealth Management are negotiated and range from 0.25% to 1.50% of your portfolio per year, depending on the level of service, the amount you invest, and the complexity of your situation. These fees are calculated and charged monthly in advance. You can end the services at any time with 30 days' notice, and any unearned fees will be refunded.
