Cortez Wealth Advisors provides financial planning services to help clients plan for their future needs. They evaluate clients' financial situations, goals, and risk tolerance to create a written financial plan. Cortez Wealth Advisors also recommends third-party investment advisors to manage client accounts, based on the client's individual circumstances. They monitor the client's accounts and act as the client's primary financial advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual management fee is 1.50% and is negotiable. This fee is in addition to the third-party advisor's fee, which ranges from 0.85% to 1.1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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