Advisor at Corollary Capital LLC
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Michael Kahn is the sole advisor at Corollary Capital LLC, an independent firm based in Ocean, NJ. He holds a Series 65 designation and has 14 years of industry experience, having led Corollary Capital since its founding in 2011. Corollary Capital LLC provides discretionary investment supervisory services and fee-based financial planning to a small client base. The firm creates customized Investment Policy Statements and manages all assets internally, utilizing fundamental and cyclical analysis with both long- and short-term trading strategies, including performance-fee arrangements for accredited investors.
$50 - $250 fixed fee for financial planning/advice session
0.05% - 2.00%
$50 - $200 per hour for financial planning services
20% of net profits above a mutually agreed upon high water mark (for accredited investors), plus a 2.00% asset based management fee
Ocean, NJ
New Jersey
Corollary Capital LLC
2011 - Present (15 years)
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