Corda Investment Management, LLC
Assets Under Management
$1.7B
Number of Clients
1,332
Number of Advisors
27
Average Client AUM
$1.3M
AUM per Advisor
$63.9M
Compensation
Fee-Only (AUM)
About This Firm
CORDA Investment Management, LLC offers tailored portfolio management and pension consulting services. Financial planning is included for portfolio management clients. They also offer tax preparation services for a separate fee. CORDA acts as an ERISA 3(38) Investment Manager.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary among clients.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets managed (see table). For simple individual tax returns, the fee is $1,250. More complex tax matters are billed at $250/hour. Pension Consulting Services have a fee of 0.50% of plan assets with a $1,000,000 account minimum. A minimum annual fee of $5,000 generally applies to open and maintain an advisory account, but this may be waived or lowered at the firm's discretion.
Areas of Practice
Location
8955 Katy Freeway, Suite 200, Houston, TX, 77024-1626