Corington Wealth LLC provides ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Corington Wealth creates an individual investment policy statement for every client and manages portfolios using a fundamental analysis approach, primarily focusing on publicly traded stocks, mutual funds, exchange-traded funds, fixed income securities, and insurance products such as annuities. In addition to managing investments, Corington Wealth offers comprehensive financial planning covering investment strategy, tax concerns, life insurance needs, retirement planning, college savings, and debt management. Corington Wealth serves individuals and high-net-worth individuals, operating as a registered investment advisor with a legal duty to act in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are generally negotiable.