FEES
FEE-ONLY FINANCIAL ADVISORS IN CHARLOTTE NC
We Will:
- Follow the fiduciary standard, the highest standard of care in the industry
- Charge you a fee based on your size of assets we manage for you
- Minimize any conflicts of interest, and if one does arise, we clearly disclose it to you
- Make our fees as transparent and clear as possible
- Seek to minimize fees as much as possible in the investment choices we make for you
We Will Not:
- Accept commissions for recommendations made
- Get a kickback or referral fee for sending business to any third parties
- Receive any commissions for recommending insurance products
- Select investments with hidden or embedded fees
- Select high cost investments for you
We Are A Fee-Only Financial Advisor Serving North Carolina
- Our tiered asset-based pricing ranges from .60% to 1.00% annually.
- Fees are only debited out of your account held at Charles Schwab that Calamita Wealth Management directly manages.
For more information, please refer to our Form ADV Part 2.