Corundum Group, Inc. manages investment portfolios and provides personalized wealth management services for individuals, high-net-worth individuals, trusts, foundations, and partnerships. Corundum Group's services include asset allocation, investment management across public and private markets, estate planning support, and family office-style services such as coordination with legal and tax professionals. Corundum Group specializes in working with clients who have complex financial structures and multi-generational planning needs. Investment management often involves private funds managed by Corundum Group or affiliated entities, alongside separately managed brokerage accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is 1% of assets under management, subject to a minimum annual fee of $10,000. Fees are negotiable based on account size, complexity, products used, and specialized services.