Corrado Advisors, LLC

Fee-Only (% of Portfolio)

Corrado Advisors offers investment advisory services where they manage your investments, either with or without your direct input on each trade. They also offer financial planning and consulting services on a standalone basis, covering topics like estate planning and insurance. Corrado may recommend other professionals like accountants or insurance agents, including representatives affiliated with Corrado. Clients are not obligated to use these recommended professionals.

Assets Under Management$200M
Clients313
Advisors6
Avg. per Client$650K
Avg. per Advisor$34M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)

Corrado Advisors charges a percentage of the value of your investments each year, up to a maximum of 1.50%. The exact percentage is negotiable and depends on factors like the amount you invest and the complexity of your situation. Similar clients could pay different fees. Corrado may reduce its fee for managing fixed income securities.

Loading...
Location

6 Advisors at this firm

Corrado Advisors, LLC | TrueAdvisor