Corcovado Investment Advisors provides investment management to high-net-worth individuals through separately managed accounts. Corcovado creates customized investment strategies that align with each client’s risk tolerance, investment objectives, and time horizon. Financial planning services are included as part of the investment management engagement, covering estate planning, retirement, taxes, insurance, and liquidity planning. Clients are not obligated to act on recommendations.
Assets Under Management$1.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable and may vary based on client needs, investment strategy, and scope of services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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