Certified Advisory Corp offers comprehensive financial planning, investment management, automated digital investment services, pension consulting, and tax preparation services. Founded in 1991 and based in Altamonte Springs, Florida, Certified Advisory Corp tailors its investment advice and strategies to each client's specific goals, risk tolerance, and time horizon. The firm manages portfolios on a discretionary basis, utilizing fundamental analysis, technical analysis, Modern Portfolio Theory, and dollar-cost averaging. In addition to traditional portfolio management, Certified Advisory Corp provides digital automated investment strategies through Betterment. The firm also assists with retirement plans and collaborates with affiliated professionals to offer tax planning and preparation services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and subject to review. Subject to a $250 per quarter minimum fee.