Paul Corley is a registered investment advisor at Corley Capital LLC, based in Brandenburg, KY, with 28 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 43 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corley Capital charges a percentage of your portfolio each year. The standard annual fee is 1.50%, with a maximum of 2.00%. This fee is calculated based on the value of your investments at the end of each quarter. The fee may be negotiable.
Location
Brandenburg, KY
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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 →Employment History
Current Registrations
Corley Capital LLC
Previous Registrations
Xml Financial Group
Lara, May & Associates, LLCBroker
Lara, May & Associates, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Investment Centers of America, INC.Broker
State Registrations3 states
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.