Corollary Capital LLC offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. They create an Investment Policy Statement for each client to aid in the selection of a portfolio that matches each client’s specific situation. Corollary Capital also offers financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Fee Structure
Corollary Capital offers investment management services for a fee based on the value of your portfolio. The annual fee ranges from 0.05% to 2.00% of your portfolio. These fees are negotiable and may be waived depending on the client's needs and the complexity of the situation. Accredited investors may be charged a management fee of 2.00% of the portfolio and a performance-based fee of 20% of net profits above a mutually agreed-upon high water mark. The asset-based management fee and performance-based fee will be waived if there was no portfolio appreciation for the year.