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.

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