Corda Investment Management Reviewverified_user

What financial services does Corda Investment Management offer?

As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Corda Investment Management can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.

Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. 

Where is Corda Investment Management headquartered? Which states do its financial advisors serve?

Corda Investment Management is headquartered in Houston, TX. Corda Investment Management offers financial advisor services in 33 states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, Wisconsin.

What is the average client balance at Corda Investment Management?

While Corda Investment Management advises clients across a variety of portfolio sizes, the average client balance is currently $937,702. In total, Corda Investment Management manages $1,159,000,000 in assets.

How much does Corda Investment Management charge for its advisory services?

Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown. Reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation") is another option, albeit more time-intensive and nuanced (trust us, we have read thousands).

What is the historical performance of Corda Investment Management?

Fun Fact: No regulator currently tracks portfolio performance metrics for the financial planning industry. Remember, the financial plan your financial advisor creates with you will always be unique to your personal financial situation. That's the value of working with a financial advisor.

Can I write a review of Corda Investment Management or file a complaint?

investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form.