Corundum Group is primarily compensated through advisory fees based on a percentage of assets under management. However, they also offer hourly and flat fee arrangements. The standard AUM fee is 1%, and fees are negotiable based on account size, complexity, investment products used, level of specialized services, and historical relationship. There is a minimum annual fee of $10,000. Clients terminating separately managed accounts receive a pro-rata refund of unearned fees.
1 South Nevada, Suite 200, Colorado Springs, CO, 80903
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Learn about disclosures →Jill is a director at Corundum Trust Company, LLC, providing trust services since 2022. She spends minimal time on this investment-related activity.