Assets Under Management
$1.7B
Number of Clients
1,332
Number of Advisors
27
Average Client AUM
$1.3M
AUM per Advisor
$63.9M
Compensation
Fee-Only (AUM)
CORDA Investment Management, LLC offers discretionary portfolio management services tailored to client needs, including financial planning. They also provide pension consulting services to employee benefit plans. Tax preparation and estate planning services are available through separate agreements.
| Assets Under Management | 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 and may vary based on numerous factors.
8955 Katy Freeway, Suite 200, Houston, TX, 77024-1626