Nancy Corrigan
Nancy Corrigan is a CFA-designated registered investment advisor at The Strategic Financial Alliance, based in San Francisco, CA, with 23 years of industry experience. Nancy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,463 clients with $380M 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 | 2.00% |
Advisory fees are negotiated between you and your advisor, subject to program maximums up to 2% annually. Third-party asset manager fees generally range from 0.10% to 2.50% annually.
Fee Estimator
Location
1326 Castro Street, San Francisco, CA, 94114
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2022Customer Dispute
April 2006Employment Separation After Allegations
September 2005Other Business ActivitiesSells Insurance
Nancy owns Beacon College Funding Solutions, Inc., assisting parents with need-based financial aid, dedicating about 40% of her time to this. She also owns Corrigan Financial Inc., a DBA for marketing financial services and fixed insurance products, which takes nearly full-time hours.
Employment History
Current Registrations
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations15 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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