Corey Long is a CFP-designated registered investment advisor at True North Advisors, LLC, based in Austin, TX, with 15 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 1,068 clients with $5.4B 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 | 1.50% |
Fees range from 0.25% to 1.50% of assets under management and vary from client to client. Fees are negotiable.
Fee Estimator
Location
12707 Nutty Brown Road, Suite A15, Austin, TX, 78737
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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
True North Advisors, LLC
Previous Registrations
Clear Rock Advisors, LLC
Polaris Wealth Advisory Group
Raub Brock Capital Management, LP
Strategic Advisers, 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.
Exams
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