Assets Under Management
$1.1B
Number of Clients
1,129
Number of Advisors
N/A
Average Client AUM
$1.0M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Corrigan Financial, Inc. (CFI) offers customized wealth management services including personal financial planning, investment management, tax planning and preparation, and estate planning. They are compensated on a fee-only basis and do not receive commissions. CFI tailors its advisory services to the individual needs of its clients.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $400K | 1.25% |
| $400K - $600K | 1.00% |
| $600K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $4.0M | 0.40% |
| $4.0M - $25.0M | 0.30% |
| $25.0M - $75.0M | 0.25% |
| $75M+ | 0.20% |
747 Aquidneck Ave Ste 1, Middletown, RI, 02842