Corlett Financial offers portfolio management services based on clients' individual goals, objectives, time horizon, and risk tolerance. They create an investment policy statement for each client and construct a plan to aid in selecting a suitable portfolio. Corlett Financial also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Additionally, they provide ongoing financial consulting services for investment, insurance, and financial planning.
Assets Under Management$26M
Clients62
Advisors1
Avg. per Client$420K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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