Cordatus Wealth Management offers wealth planning and investment management services. They start with a series of meetings to understand your financial situation and goals, then create a plan to help you achieve them. For investment management, they prefer to make investment decisions without asking for approval each time, but you can place restrictions on the types of investments they use. Cordatus also provides services for corporate executives, such as monitoring stock options and restricted stock sales, and retirement plan consulting for business owners.
Fee Structure
Cordatus Wealth generally charges between 0.00% and 1.50% per year of the value of your investments. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees are negotiable. Financial planning is available for a fixed fee, generally between $500 and $1,000 per plan.