Corvus Wealth Advisors offers investment management and financial planning services. Financial planning includes retirement, education, insurance, cash flow, debt, and estate planning. Investment management involves ongoing supervision of client accounts, with potential use of sub-advisors or third-party investment managers. Corvus also offers a tactical cash management strategy and 1031 exchange services.
Assets Under Management$870M
Clients474
Advisors10
Avg. per Client$1.8M
Avg. per Advisor$87M
Fee Structure
Minimum Annual Fee:$4,000
Corvus Wealth Advisors offers investment management services where fees are based on a percentage of the value of your portfolio.
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Financial Life Management:
- First $1,000,000: 1.00% per year
- $1,000,000.01 - $3,000,000: 0.75% per year
- $3,000,000.01 - $5,000,000: 0.50% per year
- Over $5,000,000.01: 0.35% per year
- Minimum annual fee of $5,000
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Investment Management Only:
- First $1,000,000: 0.80% per year
- $1,000,000.01 - $3,000,000: 0.50% per year
- $3,000,000.01 - $5,000,000: 0.40% per year
- Over $5,000,000.01: 0.30% per year
- Minimum annual fee of $4,000
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Non-Profit 501(c)(3) Investment Management:
- First $5,000,000: 0.50% per year
- Over $5,000,000.01: 0.25% per year
- Minimum annual fee of $2,500
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Tactical Cash Management Strategy:
- All Assets: 0.25% per year
- Minimum annual fee of $1,000
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