Cory Lagerstrom
Cory Lagerstrom is a registered investment advisor at Clearpath Wealth Management, L.C., based in Overland Park, KS, with 19 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 165 clients with $64M 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 $1000K | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.15% |
| $3M+ | 1.15% |
Fees are negotiable for assets above $3,000,000. For assets held away in company sponsored retirement plans, the fee is 0.75% and may be negotiable.
Fee Estimator
Location
9393 W. 110th Street, Suite 210, Overland Park, KS, 66210
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
Cory is the CEO and owner of Hydroland (hydro electric plants) since 2020, dedicating about 10-20% of his time. Cory is also a member of ClearPath Tax & Accounting, ClearPath Tax & Accounting II, KPN Enterprises, ClearPath Financial Group, and ClearPath Consulting & Insurance, spending about 10-20% of his time on the first two and a few hours per week on the last three.
Employment History
Current Registrations
Clearpath Wealth Management, L.C.
Previous Registrations
Creativeone Wealth, LLC
Change Path LLC
Frontier Wealth Management, LLC
Aspen Wealth Management, INC.
State Registrations2 states
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