Cordis Financial offers investment advice tailored to clients' needs. They provide discretionary portfolio management, customizing portfolios based on risk tolerance and investment objectives. Cordis also offers financial planning services, creating written plans to help clients achieve their financial goals. Pension consulting services are available to employee benefit plans. Cordis primarily advises on mutual funds and exchange traded funds.
Assets Under Management$360M
Clients273
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$72M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $8.0M | 0.60% |
| $8.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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