Rami Sarafa is a registered investment advisor at Cordoba Advisory Partners LLC, based in New York, NY, with 4 years of industry experience. Rami operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 57 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cordoba Advisory Partners' investment management fees range from 0.50% to 1.50% annually, based on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees are calculated quarterly based on the average market value of assets at the end of each month during the quarter. Fees may be negotiable.
Location
488 Madison Avenue, 24th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cordoba Advisory Partners LLC
State Registrations1 state
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