Calculated Wealth
Typically responds within 100 hours
Calculated Wealth
We partner with motivated individuals and their families to facilitate financial stewardship with a specialty in navigating the retirement transition.
We’ve intentionally designed Calculated Wealth with a boutique approach. Most advisory firms are obsessed with scale, stretching the advisor’s attention between 100+ families per advisor.
Instead, we prioritize deep connection, which requires intentionally limiting our partnerships to nice and deliberate families focused on the future.
We’ve intentionally designed Calculated Wealth with a boutique approach. Most advisory firms are obsessed with scale, stretching the advisor’s attention between 100+ families per advisor.
Instead, we prioritize deep connection, which requires intentionally limiting our partnerships to nice and deliberate families focused on the future.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$500,000
Services Offered
Client Specialties
Service Pricing
Percentage of Assets (AUM)
0.5% to 1%
Flat Fee/Retainer
$4,500 to $36,000
One-Time Financial Planning Fee
$4,800 to $36,000
Meeting Options
Video meetings
In person meetings
Phone
Email
Clients who would be a good fit
Someone navigating the retirement transition - whether this is early retirement, "new" retirement, or traditional retirement our process is focused on helping you achieve the highest probability of success that can be delivered. This person also puts a high value on strategic partnerships.
Clients who wouldNOTbe a good fit
Someone who is focused on short-term performance. Investing is a process, so if you have to be willing to commit to a process for a full bear to bull market cycle to see the benefits. We will provide as much education and assistance that you need to feel confident along the way.
You may be interested in:
Works with clients around the world
Requirements:
$3,000,000 Minimum Investment
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Portfolio Rebalancing
Portfolio Management
Asset Allocation
Specialities
0.00%-1.00%of AUM fee
Works with clients across the US
Requirements:
No Minimum
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Specialities
$2,500-$10,000One-Time Planning Fee
Hire a Top-Tier Accountant and Financial Advisor.