Cortland Associates is an investment advisory firm managing equity and balanced portfolios. Equity portfolios primarily invest in domestic and international stocks, while balanced portfolios include both equity and fixed income securities. Asset allocation in balanced accounts is customized based on the client's risk tolerance and income needs. Cortland Associates participates in wrap fee programs sponsored by other firms.
Assets Under Management$1B
Clients390
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon a client’s aggregate assets under management and other extenuating circumstances. If the account is a balanced account, a balanced account fee will be determined based upon the allocation of assets between the equity and fixed income components of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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