Corinthian Partners Asset Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Corinthian Partners Asset Management (CPAM) offers investment management services including fixed income, balanced, and equity strategies to individuals, corporations, trusts, estates, and pension funds. CPAM also provides financial planning services designed to help clients achieve their financial goals. CPAM is affiliated with Corinthian Partners, LLC, a broker-dealer.

Assets Under Management$46M
Clients210
Advisors4
Avg. per Client$220K
Avg. per Advisor$12M

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$500

CPAM provides investment management services for a fee based on the market value of your account, typically structured up to 2.0% of assets. Fees are negotiable and calculated quarterly, payable in advance. The fee includes the full value of any assets purchased on margin.

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Location

4 Advisors at this firm

Corinthian Partners Asset Management LLC | TrueAdvisor