Cora Capital Advisors offers customized wealth management services, including investment management and financial planning. Investment management involves creating a portfolio strategy based on the client's goals, risk tolerance, and financial situation, primarily using low-cost, diversified mutual funds and exchange-traded funds. Financial planning services can be offered as part of wealth management or on a standalone basis, covering areas like retirement, education, insurance, and tax planning. Cora Capital Advisors may also recommend independent managers for a portion of a client's portfolio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor. For Clients with less than $100,000 in assets under management, there is a minimum fee of $1000 per household subject to the Advisor’s Discretion.