Certified Advisory Corp, federally registered in 2002, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 15 advisors. Certified Advisory Corp manages $1 billion and provides investment advisory services for 1,657 clients (1:111 advisor/client ratio).
Certified Advisory Corp requires a $100,000 minimum investment and charges a blended rate 1.50% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.
| Feature | Value |
| Estimated Fees (Annual) | $0 on $100,000 portfolio |
| Annual Management Fee Notes | None |
| Minimum Investment | $100,000 |
| Minimum Annual Fee | $1,000 |
| Average Account AUM | $733,530 |
| Hybrid Advisor | No |
| Disciplinary History | No |
| Total AUM | $1 billion |
| Advisor / Client Ratio | 1:111 |
| Headquarters | Altamonte Springs, FL |
| SEC Filings | Forms and Brochures |
| Annual Fee Ranges | Percent |
| $0 to $200,000 | 1.50% |
| $200,001 to $500,000 | 1.20% |
| $500,001 to $1,000,000 | 1.00% |
| $1,000,001 to $2,000,000 | 0.80% |
| $2,000,001+ | Negotiable |
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