Corus Family Wealth Advisors offers investment management, financial planning, and family office services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. Investment management includes ongoing advice and making investments based on individual client needs. Financial planning covers cash management, tax planning, risk management, retirement, education, investment, and estate planning. Family office services are tailored to specific client situations and may include administrative support, trust management, and consulting on various financial needs.
Assets Under Management$540M
Clients126
Advisors7
Avg. per Client$4.3M
Avg. per Advisor$77M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Minimum annual fee of $20,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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