Corps Capital Advisors offers investment management services tailored to individual client needs, including creating and monitoring portfolios with ETFs, individual stocks and bonds, mutual funds, and private investments. They also offer financial consulting services, providing recommendations based on client financial goals, covering areas like estate planning, tax planning, and insurance needs. Corps Capital also manages pooled investment vehicles.
Assets Under Management$150M
Clients20
Advisors3
Avg. per Client$7.4M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees negotiable for accounts over $25M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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