Advisor at Corus Family Wealth Advisors, Inc.
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Firm
Corus Family Wealth Advisors, Inc.
Location
Mckinney, TX 75070
Credentials
Series 65
Industry experience
4 years
Cole Mc Clellan is a financial advisor at Corus Family Wealth Advisors, Inc. with four years of industry experience. He holds a Series 65 credential and has prior work history at PwC and Schubert & Company, Inc. Outside of his advisory role, he manages First Light Brothers, LP, a limited partnership focused on undeveloped land investment and related accounting, tax, and legal matters. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach based on modern portfolio theory, utilizing diversified portfolios composed mainly of ETFs and institutional mutual funds, supplemented by separately managed accounts and a broad set of asset classes.
Based on Corus Family Wealth Advisors, Inc.
Based on Corus Family Wealth Advisors, Inc.
Family office services charged as a flat fee ranging from $10,000 to $100,000, billed bi-annually
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Hourly rates from $150 to $250 per hour for financial planning services
Minimum fee: Minimum annual fee of $20,000 for investment supervisory services Fee-only: Financial planning fees charged hourly from $150 to $250 per hour, negotiable and may be waived
5900 S. Lake Forest Drive, Suite 280
Mckinney, TX 75070
Texas
Schubert & Company, Inc.
2021 - Present (5 years)
Schubert & Company, Inc.
2021 - Present (5 years)
PwC
2017 - 2021 (4 years)
Unemployed Studying for CPA
2017 - 2017 (1 year)
Abilene Christian University
2016 - 2017 (1 year)
Parkway Advisors, LP
2016 - 2016 (1 year)
Abilene Christian University
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
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