John Cory
John Cory is a registered investment advisor at Asset Accumulation,protection,preservation and Transfer, LLC, based in Blue Ridge, GA, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 23 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.50% |
AAPPT also charges 0.5% annually for mutual fund families such as American Funds and T. Rowe Price. AAPPT's segment of the investment advisory fee is negotiable.
Fee Estimator
Location
Blue Ridge, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John owns Asset Accumulation Protection Preservation and Transfer, LLC, a registered investment advisory firm, dedicating about 20% of his time to it. He also has an insurance business, John Cory Insurance, selling life, health, disability, long-term care, and variable annuities, and spends minimal time on it. John is also a CPA, attorney, and co-trustee for two trusts.
Employment History
Current Registrations
Asset Accumulation,protection,preservation and Transfer, LLC
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Kovack Securities INC.Broker
Resource Horizons Group LLCBroker
Wellstone Securities, LLCBroker
Asset Accumulation,protection,preservation and Transfer, LLC
Dunwoody Brokerage Services, INC.Broker
Argent Securities, INC.Broker
Ppa Investments, INC.Broker
Planvest Capital CorporationBroker
Investors Brokerage Services, INC.Broker
Pilot Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.