Corvum Investment Management (CIM) offers investment management services for individuals, high net worth individuals, families, and businesses. CIM also provides financial planning services designed to support the client’s investment plan, covering areas like financial goals, cash flow, retirement planning, and estate planning. CIM may use outside managers for portfolio management services.
Assets Under Management$62K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$62K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K+ | 0.25% |
Fees are negotiable and may be higher or lower depending on the complexity of the client’s situation. Clients may also agree to a flat fee or a flat fee and AUM fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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