Candor Strategic Partners is a registered investment advisor based in Fort Lauderdale, Florida, owned and operated by James Deweese. The firm specializes in creating individually tailored investment portfolios and comprehensive financial planning for individuals, high net worth families, family offices, and corporations. Candor Strategic Partners builds diversified portfolios utilizing exchange-traded funds, mutual funds, individual stocks, and bonds based on each client's specific goals, time horizon, and risk tolerance. In addition to ongoing portfolio management, the firm offers financial planning services covering retirement, cash flow, debt management, compensation, risk management, employee benefits, and college savings. Clients can engage the firm for one-time financial plans, ongoing annual planning, or hourly consultations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on client circumstances, account composition, and complexity.