Corey Oberholtzer
Corey Oberholtzer is a CFP-designated registered investment advisor at A.G.P / Alliance Global Partners, based in Scottsdale, AZ, with 24 years of industry experience. Corey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are negotiable and range up to 3% for the Portfolio Adviser II and EPC programs, up to 2% for the Wrap Fee Program, and up to 2.5% for other third-party management programs.
Fee Estimator
Location
9375 E. Shea Blvd, Suite 100, Scottsdale, AZ, 85260
Get directionsHistory
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 owns rental property through 31 Ash LLC, dedicating minimal time. Corey also owns Westside Mail Center, a shipping business, spending a few hours per week on it.
Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations46 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.
Exams
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