Advisor at Black Creek Wealth Management, LLC
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Firm
Black Creek Wealth Management, LLC
Location
Fleming Island, FL 32003
Credentials
CFP®, CFA®, Series 63, Series 66
Industry experience
17 years
Cory Shrader is a CFP® and CFA® with 17 years of industry experience. He is the principal advisor at Black Creek Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Madden Advisory Services, TD Ameritrade, Camarda Wealth Group, Strategic Advisers, and Fidelity Investments. Black Creek Wealth Management serves individual and high-net-worth clients with investment management, financial planning, and pension consulting. The firm employs a combination of technical, quantitative, and fundamental investment methods, including option strategies and market-timing approaches, and offers both discretionary management and active trading programs with performance-based fees.
Based on Black Creek Wealth Management, LLC
Based on Black Creek Wealth Management, LLC
Fixed fee of typically $2000 for financial planning
$0 - $3 Million: 1.50% $3 Million+: 1.00%
Up to $300 per hour for financial planning; $250/hour for modular consulting
25% performance fee on capital appreciation for qualified clients; 0% annual base fee
Fee-only: Fixed fee for financial planning is typically $2000; hourly fee up to $300/hour (non-negotiable $250/hour for modular plans)
2719 Shade Tree Drive
Fleming Island, FL 32003
Florida · Texas
Black Creek Wealth Management, LLC
2021 - Present (5 years)
Madden Advisory Services, Inc.
2019 - 2021 (2 years)
TD Ameritrade, inc.
2018 - 2019 (1 year)
TD Ameritrade Investment Management, LLC
2017 - 2019 (2 years)
Camarda Wealth Group
2017 - 2017 (1 year)
Strategic Advisers, inc.
2010 - 2017 (7 years)
FIDELITY iNVESTMENTS
2009 - 2017 (8 years)
Fidelity Brokerage Services LLC
2008 - 2017 (9 years)
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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
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Trust company
They provide trust and estate administration services, typically for separate fees.
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.
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 66, Series 7
St. Johns, FL
FIFTH THIRD SECURITIES, Inc.
As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
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