Cordis Financial, LLC

Cordis Financial, LLC is a registered investment adviser based in Minneapolis, Minnesota, established in June 2018. The firm specializes in offering portfolio management services with a focus on discretionary management. Cordis Financial charges a negotiable annual portfolio management fee ranging between 0.50% and 1.50%, billed quarterly in arrears. Financial planning services are also provided with fees ranging from $400 to $15,000, depending on the complexity of the plan. The firm no longer offers non-discretionary services and primarily recommends establishing accounts at Fidelity or Charles Schwab. Cordis Financial receives economic benefits from Fidelity and Schwab, which serve as the qualified custodians for client accounts. The firm does not accept performance-based fees, participates in side-by-side management, or engages in soft dollar arrangements. Clients have the option to grant discretionary authority for investment decisions, and the firm conducts ongoing account reviews to ensure alignment with client objectives. Cordis Financial does not have any disciplinary events or financial impairments that would affect client commitments. Clients are encouraged to review all provided information and consult with the firm for further details.