Calvert Wealth Management, Inc.

Wealth Management Firm in Anne Arundel County, MD

Firm Info
Address: 1997 Annapolis Exchange #300, Annapolis, MD 21401, 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 an investment advisory firm that specializes in providing investment advice to individuals and small businesses. The firm uses a fee-only arrangement, which means that clients pay for their services directly without being charged commissions or receiving any other hidden charges. The headquarters of the firm is located in Dunkirk, MD, and it has been in business since 2020. As an investment advisory firm, Calvert Wealth Management offers a range of services that are designed to help clients make informed investment decisions. Its services include financial planning, portfolio management, and pension consulting. The firm works closely with its clients to help them create a personalized investment strategy that takes into account their goals, risk tolerance, and financial situation. In addition to its core services, Calvert Wealth Management also offers consulting services to businesses. These services are designed to help businesses manage employee benefits, comply with regulatory requirements, and strengthen their financial position. Whether it is individual clients or small businesses, Calvert Wealth Management is committed to providing high-quality investment advice and helping its clients achieve their financial goals.

CALVERT WEALTH MANAGEMENT, INC. caters to a diverse range of clients, including individuals and high net worth individuals. These clients seek personalized investment advice and wealth management services to help them achieve their financial goals. CALVERT WEALTH MANAGEMENT, INC. offers tailored solutions to meet these unique needs, providing expert guidance and support every step of the way. When it comes to fee structures, CALVERT WEALTH MANAGEMENT, INC. offers several options depending on the service provided. Clients can choose to pay a percentage of their assets under management (AUM), which allows for a more dynamic fee structure that adjusts as the client’s portfolio grows or shrinks. Alternatively, clients can opt for an hourly fee structure, paying for services as needed. For those requiring a more predictable fee structure, CALVERT WEALTH MANAGEMENT, INC. also offers fixed fees for specific services. With these flexible fee options, clients can choose the payment method that best suits their needs and budget.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, Calvert Wealth Management, Inc. does not have an investment minimum requirement for opening or maintaining an account.

How This Office Can Help Anne Arundel County, MD Residents

Calvert Wealth Management, Inc. offers a range of financial services to clients in Anne Arundel County, MD. Their team of experienced professionals assists clients in creating a personalized financial plan that takes into account their unique needs and goals. Whether someone is just starting their career and needs help with managing their finances, or they are nearing retirement and need to create a retirement income plan, Calvert Wealth Management, Inc. can help. The specific financial situations someone living in Anne Arundel County, MD might be facing could include high living expenses due to the proximity to major metropolitan areas like Baltimore and Washington, DC, as well as the high cost of housing in the area. Additionally, with a significant number of military personnel living in the county, financial planning for service members and veterans is also an area where Calvert Wealth Management, Inc. can provide valuable guidance. They can help clients navigate the complexities of military benefits, including pensions and health care coverage, as well as plan for the financial implications of transition out of military service.

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 1997 Annapolis Exchange #300, Annapolis, MD 21401, USA
Phone (301) 812-1550
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 3175 WEST WARD ROAD, SUITE 120, DUNKIRK, MD 20754, United States

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.