Corrales & Company provides investment management based on your goals and risk tolerance. They create a plan to select a portfolio that fits your situation. They may also recommend third-party investment advisors. Corrales & Co. also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They also offer a subscription service with a quarterly newsletter and free educational seminars.
Assets Under Management$170M
Clients222
Advisors6
Avg. per Client$750K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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