Calvert Wealth Management, Inc.

Wealth Management Firm in Dunkirk, MD

Firm Info
Address: 3175 W Ward Rd #120, Dunkirk, MD 20754, USA
Phone: (301) 812-1550

Firm Size
Assets Under Management: $137.8 million
# of Advisors: 3
# of Clients: 792
Client to Advisor Ratio: 264:1
Average Account Size: $174,008
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Calvert Wealth Management, Inc. Overview

Calvert Wealth Management, Inc. is a fee-only registered investment advisory firm that provides investment advice only. Established in 2020, the firm is headquartered in Dunkirk, MD. It offers a range of services that cater to the needs of individuals and small businesses. The services provided include financial planning, portfolio management, and pension consulting services. Calvert Wealth Management, Inc. also offers consulting services to its clients as part of its commitment to serving their financial needs. As a fee-only investment advisor, Calvert Wealth Management, Inc. does not earn commissions or receive compensation based on any products or services it recommends to clients. This ensures that the clients' best interests are always prioritized. The firm's focus is solely on providing unbiased investment advice that helps clients achieve their financial goals. Calvert Wealth Management, Inc.'s portfolio management services are tailored to meet the unique needs and risk tolerances of each client. Its pension consulting services are designed to assist clients in managing their retirement plans, ensuring compliance with regulatory requirements, and maximizing tax benefits. The firm also offers financial planning services to help clients understand their current financial status, develop strategies to achieve their retirement goals, and manage their finances accordingly. In addition to its traditional investment advisory services, Calvert Wealth Management, Inc. offers consulting services. This allows the firm to provide highly customized solutions to clients for specific financial needs. Overall, the firm's experienced team of financial experts is committed to providing reliable advice and outstanding client service to help clients plan for a secure future.

CALVERT WEALTH MANAGEMENT, INC. serves a broad range of clients, including individuals and high net worth individuals seeking wealth management services. Their team of experienced professionals provides personalized advice and guidance designed to help clients build, protect, and grow their wealth. With a deep understanding of the financial markets and the latest investment strategies, CALVERT WEALTH MANAGEMENT, INC. offers comprehensive solutions tailored to meet the unique needs of every client. CALVERT WEALTH MANAGEMENT, INC. offers a variety of fee structures to suit the different needs and preferences of clients. The fee structures available include a percentage of assets under management (AUM), hourly rates, and fixed fees. The percentage of AUM is a common fee structure in which clients pay a percentage of the assets they have under management as a fee for service. Hourly rates are calculated based on the time spent working on a project or providing advice. Finally, fixed fees are a predetermined amount the client pays for a specific service or project, regardless of the time or effort required to complete it. Each fee structure has its advantages and disadvantages, and CALVERT WEALTH MANAGEMENT, INC. works closely with its clients to determine the most suitable fee structure based on their unique needs and goals.

Typical Clients, Fee Structures & Investment Minimum

According to their Part 2 Brochure, Calvert Wealth Management, Inc. does not have a minimum account size required to open or maintain an account. Therefore, clients can invest any amount they desire.

How This Office Can Help Dunkirk, MD Residents

Calvert Wealth Management, Inc. provides comprehensive financial planning and investment management services to clients in Dunkirk, MD. The firm has a team of experienced financial advisors who understand the financial challenges faced by residents in Dunkirk. Some of the financial situations that residents in Dunkirk might be dealing with include saving for retirement, estate planning, managing debt, and investing in the stock market. The firm creates customized financial plans for clients that are tailored to their unique needs and goals. They assist clients in developing a long-term investment strategy that focuses on risk management and asset allocation. Calvert Wealth Management, Inc. also provides retirement planning services that help clients identify the best retirement plan options based on their income, lifestyle, and future goals. The firm's investment management services include selecting appropriate investments that align with clients' financial objectives. Overall, Calvert Wealth Management, Inc. provides financial planning solutions that help clients in Dunkirk, MD achieve their financial goals and secure their financial future.

To view the Minimum Investment and Fee Schedule for Calvert Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Calvert Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Calvert Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3175 W Ward Rd #120, Dunkirk, MD 20754, USA
Phone (301) 812-1550
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Calvert Wealth Management, Inc. is registered to service clients in the following states:

  • Delaware
  • District of Columbia
  • Florida
  • Louisiana
  • Maryland
  • North Carolina
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

Calvert Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

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