Correll Co. Investment Services Corp. is a registered investment advisor and broker-dealer based in Hickory Hills, Illinois. The firm offers two primary types of investment advisory services: tactical asset allocation for individuals and investment advisory services for retirement plan trusts. For tactical asset allocation clients, Correll Co. Investment Services Corp. evaluates your risk tolerance and goals, invests your money according to a selected profile model, and actively manages the asset mix based on prevailing market conditions. For retirement plan trusts, the firm acts under federal retirement plan rules to select, monitor, and review mutual fund options, and provides educational materials for plan participants. Correll Co. Investment Services Corp. also engages in general securities brokerage activities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.25% |
| $1M+ | 0.13% |
Rates apply to Tactical Asset Allocation service. The firm also offers a retirement plan trust service at 0.20% up to $2.5M and 0.10% above $2.5M.