Elizabeth Nierzwicki
Elizabeth Nierzwicki is a registered investment advisor at Corda Investment Management, LLC, based in Broomfield, CO, with 6 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,363 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. Certain specialized sub-advised strategies incur separate additional fees ranging from 0.22% to 0.90%.
Fee Estimator
Location
390 Interlocken Crescent, Suite 348, Broomfield, CO, 80021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Elizabeth is involved in several for-profit ventures, including Counter Brands LLC, FigureFIT LLC (offering online nutrition and fitness coaching), Solace Yoga School (via FigureFIT LLC), and Microtel Leadville. These activities take a few hours per week of Elizabeth's time.
Employment History
Current Registrations
Corda Investment Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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