CORDA Investment Management offers custom portfolio management services tailored to individual client needs, including financial planning at no additional cost. They also provide pension consulting services to employee benefit plans. CORDA may recommend all types of securities based on client goals and risk tolerance. Clients can access estate planning services through an unrelated law firm.
Assets Under Management$2B
Clients1,363
Advisors29
Avg. per Client$1.5M
Avg. per Advisor$69M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
29 Advisors at this firm
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