A Few Common Questions

You May Have in Mind

Are you a fiduciary?
Yes. This means that we are legally required to always act in your best interest. Period.

How does Corvus get paid and what are your fees?

We pride ourselves on the transparency of our conversation with our clients, including those about our fees. Corvus's fees are based on the services provided and assets under our management. Additionally, we use tiered fees where specified rates are applied to assets within each of the rate brackets and added together to make up the fee. Several of our fee schedules for our main services are listed below. Additionally, we’re happy to discuss fees in detail during your initial consultation.

Financial Life Management
Corvus Wealth Advisors' fee for the following Services are based upon a percentage of assets under management, including cash and cash equivalents

Assets Under Management	Annual Fees
First $1,000,000.00	1.00%
$1,000,000.01 - $3,000,000.00	0.75%
$3,000,000.01 - $5,000,000.00	0.50%
Amounts over $5,000,000.01	0.35%

Corvus Wealth Advisors requires a minimum annual fee of $5,000 for Financial Life Management services.

Investment Management
Corvus Wealth Advisors' fee for the following Services are based upon a percentage of assets under management, including cash and cash equivalents

Assets Under Management	Annual Fees
First $1,000,000.00	0.80%
$1,000,000.01 - $3,000,000.00	0.50%
$3,000,000.01 - $5,000,000.00	0.40%
Amounts over $5,000,000.01	0.30%

Corvus Wealth Advisors requires a minimum annual fee of $4,000 for Investment Management services.

Non-Profit Investment Management
Corvus Wealth Advisors' fee for the following Services are based upon a percentage of assets under management, including cash and cash equivalents

Assets Under Management	Annual Fees
First $5,000,000.00	0.50%
Amounts over $5,000,000.01	0.25%

Corvus Wealth Advisors requires a minimum annual fee of $2,500 for Non-Profit Investment Management services.

Retirement Plan Consulting Services
Corvus Wealth Advisors' fee for the following Services are based upon a percentage of assets under management, including cash and cash equivalents

Assets Under Management	Annual Fees
First $500,000.00	0.85%
$500,000.01 - $1,000,000.00	0.70%
$1,000,000.01 - $2,000,000.00	0.30%
$2,000,000.01 - $5,000,000.00	0.20%
$5,000,000.01 - $10,000,000.00	0.10%
Amounts over $10,000,000.01	0.05%

Corvus Wealth Advisors charges a fixed annual fee of $3,000 for plans with assets less than $500,000.00 in addition to the asset based fees above.

Further details regarding our fees can be found in our Form ADV.

Do I have to live in the San Luis Obispo Area to use your services?
Nope! Corvus is happy to work with clients outside of the San Luis Obispo area. Feel free to contact us to discuss how this works logistically.

What kind of clients does Corvus have currently?
Corvus currently provides services to individuals, non-profit organizations, trusts, businesses and foundations.

We hope this information addresses any initial concerns you may have, but if you don’t find the answers here, please contact us with questions specific to your situation.

Frequently Asked Questions

A Few Common Questions

You May Have in Mind

We hope this information addresses any initial concerns you may have, but if you don’t find the answers here, please contact us with questions specific to your situation.