Corundum Group offers investment advice and manages accounts for individuals, high-net-worth individuals, trusts, foundations, and partnerships. Services include financial planning, cash flow management, tax planning, estate planning, retirement planning, insurance review, and education funding. Corundum Group invests in various equity investment classes, fixed income, debt funds, real estate, private equity, and other alternative investments. Most clients grant Corundum Group authority to make investment decisions on their behalf.
Fee Structure
Corundum Group's advisory fees are based on a percentage of the value of your portfolio and may be subject to a $10,000 minimum annual fee. The standard fee is 1%. Fees are negotiable based on the size and complexity of the accounts, the investment products used, the level of specialized services, and the historical relationship.