Candor Asset Advisors offers investment advice and financial services to individuals, high net worth individuals, trusts, estates, and corporate retirement plans. They focus on helping clients build and preserve wealth through asset management and financial planning. Candor Asset Advisors manages investments on a discretionary basis, meaning they make investment decisions without needing client consent for each trade. The firm's minimum account opening balance is $200,000, but this may be negotiable.
Assets Under Management$16M
Clients36
Advisors1
Avg. per Client$440K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000. There is a separate fee schedule for accounts invested in Candor's short and intermediate term fixed income portfolio: 0.25% for $0 to $10,000,000, negotiable for $10,000,000+.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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