Corey Breneman is a registered investment advisor at Wealth Management, based in Chesterfield, MO, with 23 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 4,751 clients with $3.7B 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiated with each client. Family account balances are combined for fee calculation.
Fee Estimator
Location
14382 Woodlake Drive, Chesterfield, MO, 63017
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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 Activities
Corey is the president and 100% owner of an accounting firm, providing personal and corporate tax and accounting services, which takes a full-time commitment. Corey also serves as treasurer for Main Street Church's board of directors and provides tax and accounting services for TR REIC LLC, dedicating a few hours per week to each, and spends minimal time with Gifts of Love Haiti and Gifts of Love International.
Employment History
Current Registrations
Wealth Management
Previous Registrations
Genworth Financial Advisers Corporation
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.
Exams
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