SERVICE PACKAGES

Service Packages

Together, we’ll help you define your ideal investment approach that best aligns with your strategic savings goals today, while keeping an eye toward the future. To learn more, call CORDA today at 855.439.0665 .

To help navigate, we explore four relevant planning approaches and philosophies.

LEGACY (Investments Above $5M)

  • Loyalty Reward offering discounted fees for clients at 5 year & 10 year anniversaries
  • Customized portfolio design with active management
  • Dedicated Financial Advisor
  • Regular updates from the Portfolio Team, including ongoing market updates and information
  • Access to a customized, tax-efficient, professionally managed equity index

  • Priority access to the portfolio team and our Chief Investment Officer, Bonner C. Barnes (Includes portfolio reviews and exclusive client events)

  • Comprehensive financial planning (with CFP® certified planner)
  • Annual retirement plan review

  • Complimentary estate planning*

  • Complimentary tax preparation and consultation*

  • Tax Management, including portfolio tax loss harvesting

  • Complimentary family coverage for cybersecurity & identity theft protection services*

*Certain limitations may apply. Visit with your Financial Advisor for details.

VOYAGE (Investments From $2M – $4.99M)

  • Customized portfolio design with active management
  • Dedicated Financial Advisor
  • Regular updates from the Portfolio Team, including ongoing market updates and information
  • Access to a customized, tax-efficient, professionally managed equity index
  • Priority access to the portfolio team and our Chief Investment Officer, Bonner C. Barnes (Includes portfolio reviews and exclusive client events)
  • Comprehensive financial planning (with CFP® certified planner)
  • Annual retirement plan review
  • Complimentary estate planning*
  • Complimentary tax preparation and consultation*
  • Tax Management, including portfolio tax loss harvesting
  • Complimentary family coverage for cybersecurity & identity theft protection services*

*Certain limitations may apply. Visit with your Financial Advisor for details.

JOURNEY (Investments From $1M – $1.99M)

  • Customized portfolio design with active management
  • Dedicated Financial Advisor
  • Regular updates from the Portfolio Team, including ongoing market updates and information
  • Access to a customized, tax-efficient, professionally managed equity index
  • Comprehensive financial planning (with CFP® certified planner)
  • Annual retirement plan review
  • Estate planning with experienced advisors and legal experts*
  • Tax preparation and consultation with a CORDA CPA*
  • Tax Management, including portfolio tax loss harvesting
  • Cybersecurity & identity theft protection services*

*Visit with your Financial Advisor for pricing details.

READY TO START A CONVERSATION?

Call us at 855.439.0665 or send us a message below.






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