COR3 Investment Partners is a registered investment advisor that manages investments for individuals, families, trusts, estates, charities, corporations, and other businesses. COR3 uses the COR3 Equity Strategy, primarily investing in equity securities, but can invest in other security types. COR3 has the ability to accommodate certain client-specific account guidelines.
Assets Under Management$13M
Clients9
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at COR3's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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