Cottonwood Capital Advisors provides financial planning and investment management services to individuals, high net worth individuals, pension plans, charitable organizations, and businesses. They offer various investment advisory programs designed to meet different client needs and objectives. Cottonwood Capital Advisors also sponsors special purpose vehicles (SPVs) to allow qualified clients to invest in unaffiliated pooled investment vehicles.
Assets Under Management$290M
Clients204
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$58M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.10% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $7.0M | 0.30% |
| $7.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Cottonwood Capital Advisors’ typical fee schedule within the PPS Custom program. All Cottonwood Capital Advisors advisory program fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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