Jamie Carmack is a CFP-designated registered investment advisor at Corda Investment Management, LLC, based in Tyler, TX, with 26 years of industry experience. Jamie 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
Tyler, TX
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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
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Fidelity Brokerage Services LLCBroker
AmeritradeBroker
State Registrations1 state
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