Corey Myers is a registered investment advisor at Universal Financial Advisors, LLC, based in Wood River, IL, with 26 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 304 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Universal Financial Advisors (UFA) offers investment management services for an annual fee based on the amount of your portfolio. The fee generally ranges from less than 1% to no more than 2.5% annually. There is a Minimum Platform Service Fee (MPSF) of $50 annually per advisory account, but this may be waived if the aggregate MPSF fee for the immediate client family household meets the $50 annual minimum per account. The specific fee is disclosed in your advisory agreement.
Location
1 East Ferguson Avenue, Wood River, IL, 62095
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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 involved with Tomerlin Bookeeping Service, Inc. providing tax preparation and accounting services at a branch location. This activity is not investment related.
Employment History
Current Registrations
Universal Financial Advisors, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Prudent Investor Services, INC.
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.