Coriander Financial Group is a fee-only investment advisor.

As a Fiduciary, we want what is best for you. Period. Keeping your fee as low as possible translates to higher returns for you. Our fees reflect the time and expertise required to serve you. Because of our common sense approach to our profession - and because we take our fiduciary duty to heart - our fees are lower than the industry average.

Further, we want to take the mystery out of management fees. Our fee structure is fully transparent so that you can know what to expect. As your assets grow over the long term, your management fee decreases when you reach the next tier of assets.

Full-Time Client

Because of the time, care and expertise we provide to each of our clients, our services begin at $2,375 annually ($594 quarterly) for clients with a portfolio of $250,000 or more.

Please see the chart below for our fee structure.

Hourly Client

For clients with less than $250,000 in investable assets, we’ve found it is the most cost effective for you to engage us annually or bi-annually for an hourly consultation. Most consultations consists of three to six 30-minute sessions at a rate of $125 per half hour.

 FAQs

  • Yes. However, based on the hours of work required to manage a portfolio larger than $250,000, the fee if calculated by a percentage could end up higher than the industry average.

  • At Coriander Financial Group we want to offer fees that match the work we put in. It takes a certain number of hours to manage and report on certain sizes of portfolios.

    Using the tiered system, we can ensure that your portfolio is diligently managed without adhering to the industry’s typically higher fee percentage on assets under management.

  • No. As a Registered Investment Advisor (RIA), we are not beholden to any corporate sales goals, nor are we pressured to sell any particular product. The investments we choose and recommend are strictly in your best interests.

  • The management fee that we invoice quarterly (after our services are performed for the quarter) is the only revenue earned by Coriander Financial Group. There are fees associated with investing in mutual funds, exchange-traded funds (ETFs), individual bonds and some foreign stocks called American Deposity Receipts (ADR). These fees cannot be avoided regardless if they were purchased by us for you or any other investment advisor and they are not paid to Coriander Financial Group. These fees will be clearly disclosed when we discuss your investment plan.

  • Absolutely! We work with people all over the country and would be happy to have a complimentary and confidential conversation. Video conferencing, in addition to phone and email, has proven to be an effective way to maintain our professional relationships. Travel for face-to-face meetings is also an option in certain circumstances.