Certified Advisory Corp offers financial consulting services, including comprehensive financial plans and specific financial analysis. It also provides discretionary investment advisory and management services for individual portfolios and retirement plans. CAC may recommend a digital investment management platform through Betterment LLC. The firm can also recommend third-party money managers. CAC also offers tax preparation and consulting services.
Assets Under Management$2.7B
Clients2,496
Advisors18
Avg. per Client$1.1M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee not to exceed 1.5%. Minimum quarterly fee of $250. Fees are negotiable. For automated investment advisory services through Betterment, the annual fee is an asset-based fee not to exceed 1.50%, shared between Certified Advisory Corp and Betterment.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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