CORDA Investment Management manages investment portfolios and provides financial planning and pension consulting services for individuals, families, and retirement plans. CORDA customizes investment strategies based on your specific goals, risk tolerance, and time horizon, and maintains the authority to make trades on your behalf without asking first. Financial planning services are included at no extra cost when you have CORDA manage your investments. CORDA also assists with tax preparation and provides access to legal professionals for estate planning. The firm specializes in working with individuals and families, including high-net-worth clients.
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%.