Cordoba Advisory Partners (CAP) provides investment advice to high net worth individuals, families, trusts, estates, businesses, and private funds. CAP offers customized investment solutions, working closely with clients to identify their goals, risk tolerance, and financial situation. CAP constructs portfolios using individual stocks, bonds, mutual funds, and ETFs. CAP also offers financial planning services, including preparing financial plans and consulting on investment planning, retirement planning, and education savings.
Fee Structure
Cordoba Advisory Partners' investment management fees range from 0.50% to 1.50% annually, based on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees are calculated quarterly based on the average market value of assets at the end of each month during the quarter. Fees may be negotiable.