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 5 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coryell Capital Management (CCM) charges an annual fee based on the value of your portfolio. The fees are negotiable and billed quarterly. Clients with multiple accounts will have their assets combined for fee calculation purposes.
All Portfolios
- First $250,000: 1.00% per year
- $250,000.01 to $1,000,000: 0.75% per year
- $1,000,000.01 to $5,000,000: 0.50% per year
- $5,000,000.01 to $10,000,000.01: 0.25% per year
- Over $10,000,000.01: 0.10% per year
CCM Tactical Balanced Account
- First $1,000,000: 0.50% per year
- $1,000,000.01 to $5,000,000: 0.35% per year
- $5,000,000.01 to $10,000,000: 0.25% per year
- Over $10,000,000.01: 0.10% per year
CCM Tactical S&P 500 Index Account
- First $1,000,000: 0.25% per year
- $1,000,000.01 to $5,000,000: 0.15% per year
- $5,000,000.01 to $10,000,000: 0.10% per year
- Over $10,000,000.01: 0.00% per year
Clients enrolling in the CCM Tactical S&P 500 Index Account will also be enrolled in the CCM One Eleven Program, which has a separate fee schedule.
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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