Cortina Capital, LLC

Fee-Only (% of Portfolio)

Cortina Capital, LLC provides ongoing portfolio management services to individuals and high-net-worth individuals. They create an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. Cortina Capital generally limits its investment advice to fixed income securities, equities and ETFs, although they primarily recommend selling cash secured puts and covered calls. Clients may impose restrictions on investments, but Cortina Capital reserves the right to end the relationship if the restrictions prevent them from properly servicing the account.

Assets Under Management$1.7M
Clients14
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.7M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Cortina Capital, LLC | TrueAdvisor