Michael Kahn is a registered investment advisor at Corollary Capital LLC, based in Ocean, NJ, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2 clients with $370K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corollary Capital offers investment management services for a fee based on the value of your portfolio. The annual fee ranges from 0.05% to 2.00% of your portfolio. These fees are negotiable and may be waived depending on the client's needs and the complexity of the situation. Accredited investors may be charged a management fee of 2.00% of the portfolio and a performance-based fee of 20% of net profits above a mutually agreed-upon high water mark. The asset-based management fee and performance-based fee will be waived if there was no portfolio appreciation for the year.
Location
Ocean, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Corollary Capital LLC
State Registrations1 state
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