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, Investment Management, Retirement Planning, Tax Planning. 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. The firm offers a Next Generation program to children of existing clients with no account minimum and no fee on the first $100,000 invested for the first year.
Fee Estimator
Location
390 Interlocken Crescent, Suite 348, Broomfield, CO, 80021
Get directionsHistory
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
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