Corley Capital provides financial planning on a one-time basis, covering areas like cash flow, debt management, investments, employee benefits, financial goals, college savings, insurance, retirement, tax, and estate planning. For clients who want ongoing help, Corley Capital also offers investment management services, creating personalized investment plans based on their goals and risk tolerance. Corley Capital has the authority to make trades without asking you first.
Assets Under Management$18M
Clients43
Advisors1
Avg. per Client$410K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Corley Capital charges a percentage of your portfolio each year. The standard annual fee is 1.50%, with a maximum of 2.00%. This fee is calculated based on the value of your investments at the end of each quarter. The fee may be negotiable.
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