Carolyn Herzog is a CFA, CFP-designated registered investment advisor at Corvus Wealth Advisors LLC, based in San Luis Obispo, CA, with 9 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 474 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corvus Wealth Advisors offers investment management services where fees are based on a percentage of the value of your portfolio.
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Financial Life Management:
- First $1,000,000: 1.00% per year
- $1,000,000.01 - $3,000,000: 0.75% per year
- $3,000,000.01 - $5,000,000: 0.50% per year
- Over $5,000,000.01: 0.35% per year
- Minimum annual fee of $5,000
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Investment Management Only:
- First $1,000,000: 0.80% per year
- $1,000,000.01 - $3,000,000: 0.50% per year
- $3,000,000.01 - $5,000,000: 0.40% per year
- Over $5,000,000.01: 0.30% per year
- Minimum annual fee of $4,000
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Non-Profit 501(c)(3) Investment Management:
- First $5,000,000: 0.50% per year
- Over $5,000,000.01: 0.25% per year
- Minimum annual fee of $2,500
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Tactical Cash Management Strategy:
- All Assets: 0.25% per year
- Minimum annual fee of $1,000
Location
1212 Marsh Street, Suite 2, San Luis Obispo, CA, 93401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Corvus Wealth Advisors LLC
Previous Registrations
Compass Financial Planning, LLC
State Registrations1 state
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