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Cordgrass Advisors, LLC

Headquartered in FORT WORTH, TX

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Firm Information

Cordgrass Advisors, LLC is an investment advisor that provides portfolio management for individuals and pooled investment vehicles. They offer consulting services for a negotiated fee, based on the services provided. The firm manages $45,323,272 in assets for 2 clients, including high-net-worth individuals and pooled investment vehicles.

Cordgrass Advisors, LLC

$45.32M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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cordgrass provides investment consulting services to clients for a negotiated fee depending upon services provided. the scope of

Cordgrass provides investment consulting services to clients for a negotiated fee depending upon services provided. the scope of

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

CORDGRASS ADVISORS, LLC has a total of 1 branch locations across the country.
location

Fort Worth, TX

Advisors at Cordgrass Advisors, LLC

View All 1 Advisors
Unclaimed
Timothy Andrew Vestal

CFA®, RA

Fort Worth, TX

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Disclosures

There are no public disclosures for Cordgrass Advisors, LLC.

Frequently Asked Questions (6)

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