Certified Advisory Corp Review


Trust Score 86%
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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.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 111 clients (industry average 1:50)
  • Firm has been federally registered for only 16 years

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Managed Investing


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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