Richard Coryell is a CFA-designated registered investment advisor at Coryell Capital Management, based in Indio, CA, with 7 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $2M 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 $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable. Different fee schedules apply to Tactical Balanced Accounts and Tactical S&P 500 Accounts. The Tactical S&P 500 program also charges a 15% performance incentive fee on profits.
Fee Estimator
Location
Indio, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is an Adjunct Professor at California State University, Long Beach, teaching finance-related subjects and dedicating a few hours per week during the Fall and Spring semesters. He is also a Commodity Trading Advisor with Coryell Capital Management, LLC, specializing in stock and equity index futures and options.
Employment History
Current Registrations
Coryell Capital Management
Previous Registrations
Xebec Investment Advisors
State Registrations1 state
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