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.
