Advisor at Corus Family Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Corus Family Wealth Advisors, Inc.
Location
Mckinney, TX 75070
Credentials
CFP®, Series 63
Industry experience
26 years
Kelley Schubert is a CFP® with 26 years of industry experience, currently serving at Corus Family Wealth Advisors, Inc. in McKinney, TX. She has held leadership roles in multiple oil and gas exploration partnerships and maintains an affiliated accounting practice, Kelley J. Schubert, P.C. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, utilizing a long-term, asset-allocation approach grounded in modern portfolio theory. The firm typically employs diversified portfolios of ETFs and institutional mutual funds, with access to a broad range of asset classes including private credit, private real estate, and oil and gas partnership interests.
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 South Lake Forest Dr., Suite 280
Mckinney, TX 75070
Texas
Stack Em Up, Lp
2018 - Present (8 years)
Warschuman Partners, Lp
2013 - Present (13 years)
Petrorock Partners, Lp
2011 - Present (15 years)
Pearsall Partners, Lp
2010 - Present (16 years)
Omega Coastal Development Lp
2006 - Present (20 years)
LL Management, Inc.
2005 - Present (21 years)
Drilling & Xtraction, Lp
2003 - 2019 (16 years)
Touchstone Oil & Gas, Inc.
2000 - Present (26 years)
Schubert & Company, Inc.
1999 - Present (27 years)
Kelley J. Schubert, P.C.
1999 - Present (27 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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Series 63, Series 65, Series 66
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Series 63, Series 65
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