Catherine Patrick is a CFP-designated registered investment advisor at Corda Investment Management, LLC, based in Dallas, TX, with 16 years of industry experience. Catherine 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
15660 North Dallas Parkway, Suite 820, Dallas, TX, 75248
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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
MML Investors Services, LLC
MML Investors Services, LLCBroker
Bay Colony Securities CO., INC.Broker
Fidelity Brokerage Services LLCBroker
Atlas Securities, INC.Broker
Compass Brokerage, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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