Corax Asset Management

Fee-Only (% of Portfolio)

Corax Asset Management (CAM) builds and manages active equity portfolios using a value investment approach. CAM focuses on small, value-oriented companies in the consumer sector. CAM generally has the authority to make trades without asking first, but services are tailored to each client's needs, and clients can set certain restrictions on their accounts.

Assets Under Management$18M
Clients24
Advisors1
Avg. per Client$740K
Avg. per Advisor$18M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $10.0M1.00%
$10M+0.85%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm