Kory Lackey is a registered investment advisor at Cloud Capital, based in Seattle, WA, with 19 years of industry experience. Kory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 86 clients with $190M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Advisory fees may be negotiated, lowered, or waived for family, friends, or based upon the complexity level of the client situation.
Fee Estimator
Location
450 Alaskan Way S, Suite 200, Seattle, WA, 98104
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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 →Employment History
Current Registrations
Cloud Capital
Previous Registrations
Ci Private Wealth
Columbia Pacific Wealth Management
Kibble & Prentice Holding Company
Elliott Cove Capital Management
Economic Investment Advisors, 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.