Assets Under Management
$202.2M
Number of Clients
313
Number of Advisors
6
Average Client AUM
$646K
AUM per Advisor
$33.7M
Compensation
Fee-Only (AUM)
Corrado Advisors provides discretionary and non-discretionary investment advisory services, including ongoing monitoring and rebalancing. They also offer financial planning and consulting services on a stand-alone fee basis. Fees vary based on factors like asset size and complexity. Corrado may recommend independent managers and affiliated professionals, disclosing potential conflicts of interest.
Corrado charges a negotiable annual investment advisory fee, up to a maximum of 1.50% of assets under management. The exact fee depends on factors like the amount of assets, complexity, and scope of services. Financial planning and consulting services are offered on a stand-alone basis, with hourly rates ranging from $200 to $400. A minimum asset level of $250,000 is generally required for investment advisory services, but this may be waived at Corrado's discretion.
48 South Franklin Turnpike, Suite 300, Ramsey, NJ, 07446-2558