Corrigan Financial INC
Assets Under Management
$1.1B
Number of Clients
1,129
Number of Advisors
N/A
Average Client AUM
$1.0M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Corrigan Financial, Inc. (CFI) provides comprehensive wealth management services, including personal financial planning, investment management, tax planning and preparation, and estate planning. They are compensated on a fee-only basis and do not earn commissions from the sale of investment or insurance products. CFI tailors its advisory services to the individual needs of its clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $400K | 1.25% |
| $400K - $600K | 1.00% |
| $600K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $4.0M | 0.40% |
| $4.0M - $25.0M | 0.30% |
| $25.0M - $75.0M | 0.25% |
| $75M+ | 0.20% |
For certain institutional clients, fees may be charged at a flat annual rate of 0.50% of total assets under management. A portion of fees may be waived for certain qualified non-profit organizations. Investment management fees are not negotiable.
Fee Estimator
CFI is compensated by fees only, based on assets under management. For certain institutional clients, fees may be charged at a flat annual rate of 0.50% of total assets under management. A portion of fees may be waived for certain qualified non-profit organizations. Investment management fees are not negotiable. Other one-time consulting services may be billed at an hourly rate of $150 to $250. There is no mention of a minimum account size.
Areas of Practice
Location
747 Aquidneck Ave Ste 1, Middletown, RI, 02842