How does the advisor help clients – Key Takeaways:
Corry Capital Advisors, LLC is a financial firm that provides expert financial advice to clients. With years of experience and a team of knowledgeable advisors, they are dedicated to helping their clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights about Corry Capital Advisors, LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 10 years |
Financial Services Offered
Corry Capital Advisors, LLC offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
Client Types
Corry Capital Advisors, LLC works with a diverse range of clients, including:
- High net worth individuals
- Families
- Business owners
- Retirees
- Non-profit organizations
- Trusts and estates
Fees & Compensation
Corry Capital Advisors, LLC operates on a fee-only basis, meaning that they do not earn commissions on any financial products recommended to clients. Their fees are transparent and agreed upon with clients before any services are rendered.
They believe that this fee structure aligns their interests with those of their clients, ensuring that they are always acting in their clients’ best interests.
Background
Corry Capital Advisors, LLC was founded in 2010 by John Corry, a financial expert with over 20 years of experience in the industry. Their team of advisors consists of highly qualified and experienced professionals who are dedicated to providing personalized and comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of certain disclosures when working with a financial advisor. Corry Capital Advisors, LLC wants their clients to make informed decisions, which is why they provide the following disclosures:
- Registered Investment Advisor: Corry Capital Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission.
- Fiduciary Duty: As a registered investment advisor, Corry Capital Advisors, LLC is held to a fiduciary standard, meaning they must act in the best interests of their clients.
- No Guarantee: While the team at Corry Capital Advisors, LLC strives to provide the best possible advice and services, there is no guarantee of future results.
- No Brokerage Services: Corry Capital Advisors, LLC does not offer brokerage services and does not participate in any revenue sharing arrangements with other financial institutions.
Overall, Corry Capital Advisors, LLC is dedicated to helping their clients achieve financial success through their expertise, transparent fees, and commitment to always acting in their clients’ best interests.