Corinthian Wealth Management offers portfolio management and financial planning to individuals and small businesses. They create investment plans based on your goals, risk tolerance, and financial situation. They can manage your investments with or without your prior approval for each trade. They primarily use mutual funds, stocks, bonds, and exchange-traded funds. Financial planning covers areas like retirement, savings, and insurance needs. You can choose a one-time plan or ongoing advice.
Fee Structure
Corinthian Wealth Management manages your investments for an annual fee, which is negotiable and can range up to 1.5% of your portfolio. The exact fee depends on your needs, the complexity of your investment strategy, and your overall financial situation. You'll find the specific fee in your investment advisory agreement. There is no minimum account size.