Corps Capital Advisors provides customized investment management services on a discretionary and non-discretionary basis for individuals, high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pooled investment vehicles. Corps Capital Advisors creates and monitors portfolios using exchange-traded funds, individual equities and fixed income, mutual funds, and private investments. The firm also offers standalone financial consulting services covering investment and non-investment matters such as estate planning, tax planning, and insurance needs. Additionally, Corps Capital Advisors manages proprietary private funds.
Assets Under Management$270M
Clients19
Advisors3
Avg. per Client$14M
Avg. per Advisor$90M
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 are negotiable for accounts over $25,000,000. Fees are paid quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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