Corey Cooney
Advisor at Wealth Management
Updated today
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.
Fee options
Occasionally negotiated fixed fees for certain clients or services
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Up to $250 per hour for financial planning services when applicable
Fee-only: No commissions or referral fees; fees are fee-only based on assets under management and hourly fees for financial planning
Work history
GBE CPA
2018 - Present (8 years)
Doolittle Lloyd CPAs
2017 - 2018 (1 year)
Hyvee
2017 - 2018 (1 year)
HBE
2017 - 2017 (1 year)
Goracke & Associates
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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