Coriander Financial Group provides wealth management services, including financial planning, portfolio management, and tax strategy services. Financial planning can be a standalone service or part of wealth management. Investment portfolios are customized based on client goals, risk tolerance, and financial situation. Tax strategy services are also offered as part of wealth management or as a standalone hourly service.
Assets Under Management$47M
Clients31
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
Fees may be negotiable. Certain legacy Clients may be billed under a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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