Corley Investment Management (CIM) helps clients select third-party asset managers to manage their investments. CIM gathers information about your financial situation and investment goals, then assists you in choosing a suitable program. CIM also offers consulting services covering investment planning, retirement planning, and education savings. CIM supervises the third-party asset managers to ensure they adhere to your objectives.
Fee Structure
Corley Investment Management does not directly manage your investments. Instead, they help you select a third-party asset manager. The fees you pay to the third-party asset manager will range from 1% to 1.50% annually, based on the value of your investments. Corley Investment Management receives a portion of this fee from the third-party asset manager.