Cork Tree Wealth Partners is a registered investment advisor based in Auburn, Alabama, offering discretionary portfolio management, financial planning, and consulting services. The firm builds customized investment portfolios or uses predefined strategies, and can also utilize third-party money managers or manage held-away accounts like retirement plans using software. In addition to investment management, Cork Tree Wealth provides financial planning services ranging from broad-based plans to targeted consultations, as well as pension consulting and fee-based project consulting. The firm tailors its services to each client's specific investment objectives, time horizon, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.25% |
Fees are negotiable. Total asset-based fee will not exceed 2.00% annually.