Cordatus Wealth Management provides personalized wealth planning, investment management, and corporate services to individuals, families, trusts, and businesses. Founded in 2016, the firm focuses on acting as a guide to help clients achieve their financial and life goals through regular communication and tailored strategies. Cordatus offers a wide range of investment programs—ranging from passive index investing and dividend growth strategies to momentum and hedged equity portfolios—tailored to each client's risk tolerance, time horizon, and objectives. In addition to managing investment portfolios on both discretionary and non-discretionary bases, the firm provides specialized services for corporate executives, such as managing stock options and restricted stock sales, as well as retirement plan consulting for business owners and charitable organizations. Cordatus strongly encourages clients to complete a comprehensive financial plan to ensure efficient portfolio management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary from 0.00% to 1.50% per annum of the gross market value of equity assets managed by the firm. Fees are negotiable and depend on account size and complexity.