Cory Kendall is a registered investment advisor at Toews Asset Management, based in Northfield, NJ, with 21 years of industry experience. Cory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129 clients with $1B 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 $100K | 2.30% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Schedule reflects IRMS program fee tiers. The i-Vest program charges a flat 0.50% by Toews plus an intermediary fee of 0.06% to 1.50%, totaling 0.56% to 2.00%.
Fee Estimator
Location
1750 Zion Road, Suite 201, Northfield, NJ, 08225-1844
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 →Employment History
Current Registrations
Toews Asset Management
Northern Lights Distributors, LLC
Northern Lights Distributors, LLCBroker
Previous Registrations
The Pacific Financial Group, INC.
Orion Portfolio Solutions, LLC
Orion Portfolio Solutions, LLC
National Pension & Group Consultants, INCBroker
National Pension & Group Consultants, INCBroker
Pacific Select Distributors, INC.Broker
Allstate Financial Services, LLCBroker
Advanced Clearing, INC.Broker
AmeritradeBroker
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
More Advisors
- Craig Blum, CFPBenjamin F. Edwards & Company, Incorporated
- Gordon Shearer, CFPCra Financial Services, L.L.C.
- Philip Tompkins, CFPCra Financial Services, L.L.C.
- Joseph Barrett, CFPBenjamin F. Edwards & Company, Incorporated
- Daniel Lesneski, CFP
- Amy Godfrey, CFPMorgan Stanley