John Schloegel is a registered investment advisor at Corda Investment Management, LLC, based in Houston, TX, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,363 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. The firm offers a Next Generation program to children of existing clients with no account minimum and no fee on the first $100,000 invested for the first year.
Fee Estimator
Location
8955 Katy Freeway, Suite 200, Houston, TX, 77024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Corda Investment Management, LLC
Previous Registrations
Strategic Advisers, INC.
Capital Cities Asset Management INC
Fisher Investments,inc.
State Registrations1 state
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