Corda Investment Management Review


Trust Score 98%
Trust Score info_outline
Share

Corda Investment Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 31 state(s) with a licensed staff of 14 advisors. Corda Investment Management manages $1.0 billion and provides investment advisory services for 1,250 clients (1:90 advisor/client ratio).

Corda Investment Management requires a $500,000 minimum investment and charges a blended rate between 1.00% and 0.50% 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 90 clients (industry average 1:50)

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $5,000
Average Account AUM $835,200
Hybrid Advisor No
Disciplinary History No
Total AUM $1.0 billion
Advisor / Client Ratio 1:90
Headquarters Houston, TX
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$500,000 to $2,000,000 1.00%
$2,000,001 to $5,000,000 0.75%
$5,000,001+ 0.50%


Questions & Answers



Get answers about Corda Investment Management


Ask a question question_answer


Feedback