Corollary Capital LLC
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About
Corollary Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, offering investment supervisory services and written investment policy statements tailored to each client's goals and risk tolerance. Like many small independent advisers, the firm manages accounts under asset-based fee arrangements and serves as a sole practitioner.
The firm implements client strategies using fundamental and cyclical analysis and employs both long- and short-term trading across mutual funds, equities, bonds, ETFs, REITs and similar instruments, with discretionary authority to execute trades. It also makes performance-fee arrangements available to accredited investors and offers financial planning on a fixed- or hourly-fee basis.
Noteworthy features include a very small asset base and client roster managed by a single advisor who performs monthly reviews, and a custody policy that requires clients to use the adviser’s recommended custodian rather than permitting client-directed brokers. The combination of a solo practice of this size offering performance-fee agreements, using cyclical analysis and short-term trading, and receiving research or other soft-dollar benefits from its custodian is atypical among peers and may present potential conflicts to consider.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $50 to $250
0.05% - 2.00% (negotiable)
Financial planning hourly fees ranging from $50 to $200
For accredited investors: 2.00% asset based management fee plus 20% of net profits above a high water mark; fees waived if no portfolio appreciation
Fee-only: Financial planning fixed fees $50 - $250; Hourly fees $50 - $200 (both negotiable)
Main office
Ocean NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Corollary Capital LLC · Corollary Holdings
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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