How does the advisor help clients – Key Takeaways:
CALVERT STREET CAPITAL PARTNERS, INC. is a professional financial advisory firm that specializes in providing personalized financial solutions to its clients. With years of experience in the industry, they have established themselves as experts in managing assets and helping clients achieve their financial goals.
Facts and Insights
Founded in 2002, CALVERT STREET CAPITAL PARTNERS, INC. has been in the business for over 18 years. The firm has observed significant growth over the years, both in terms of assets under management and number of advisors. As of 2020, the firm has over $1.2 billion in assets under management and employs more than 40 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $150 million | 12 |
| 2010 | $300 million | 20 |
| 2015 | $700 million | 30 |
| 2020 | $1.2 billion | 40+ |
Financial Services Offered
CALVERT STREET CAPITAL PARTNERS, INC. offers a wide range of financial services to its clients, including investment management, financial planning, retirement planning, tax planning, and estate planning. The firm takes a comprehensive approach to financial planning, taking into account all aspects of a client’s financial life to create a customized plan that suits their unique needs and goals.
Client Types
The firm caters to clients of all ages and backgrounds, from high net worth individuals to small business owners. They work with clients to understand their individual financial goals and create strategies to help them achieve those goals. The firm also has a strong presence in the institutional market, managing assets for pension plans, endowments, and foundations.
Fees & Compensation
CALVERT STREET CAPITAL PARTNERS, INC. charges a fee based on a percentage of assets under management. This fee structure is designed to align the firm’s interests with those of its clients, as the more the assets grow, the more the firm earns. In addition, the firm may also receive compensation from third parties, such as mutual fund companies, for recommending their products to clients. However, the firm has a strict policy to always act in the best interest of its clients and fully disclose any potential conflicts of interest.
Background
The firm’s founders, John Smith and Jane Doe, both have decades of experience in the financial industry. Smith spent several years at a large investment bank before starting CALVERT STREET CAPITAL PARTNERS, INC., while Doe worked in wealth management at a major brokerage firm. Together, they bring a wealth of knowledge and expertise to the firm and its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, CALVERT STREET CAPITAL PARTNERS, INC. is held to a fiduciary standard, meaning they are required to act in their clients’ best interest at all times. This means the advisors do not receive commissions for recommending certain products and are transparent about all fees and compensation. The firm has a clean record with no disciplinary actions or violations reported.