Corinthian Partners Asset Management provides comprehensive investment management and financial planning services to individuals, trust estates, corporations, and pension funds. The firm utilizes various investment styles including fixed income, balanced, and equity strategies, employing technical, cyclical, and quantitative analysis alongside modern portfolio theory. In addition to investment management, Corinthian Partners Asset Management offers ongoing financial planning covering cash flow analysis, budgeting, insurance planning, employee benefits, investment planning, retirement planning, and estate planning. Clients can also receive standalone financial planning and consulting services on an ad hoc basis, charged at a fixed rate or by the hour. The firm is a wholly owned subsidiary of Corinthian Holdings, LLC, and shares common ownership with Corinthian Partners, LLC, a registered broker-dealer.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and typically structured up to 2.0% of assets. Fees are calculated quarterly in advance based on billable assets including margin.