Cory Reckard
Cory Reckard is a registered investment advisor at Reckard CPA Advisors, LLC, based in Poneto, IN, with 14 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
These fees are paid to Atlas Capital Management. Reckard CPA Advisors receives 50% of the fees from Atlas Capital Management.
Fee Estimator
Location
Poneto, IN
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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 ActivitiesSells Insurance
Cory is the owner of Reckard CPA Group, providing tax planning, accounting, and sales services since 2017. He dedicates nearly full-time hours to this role, including selling life insurance and fixed annuities.
Employment History
Current Registrations
Reckard CPA Advisors, LLC
Previous Registrations
Park Avenue Securities LLC
Valmark Advisers, INC.
State Registrations2 states
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