Corey Letson
Corey Letson is a registered investment advisor at Georgia Wealth Partners, LLC, based in Griffin, GA, with 19 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 493 clients with $140M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Location
318 S. Hill Street, Suite 200, Griffin, GA, 30224
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 ActivitiesSells Insurance
Corey sells fixed insurance and annuities as an agent since 2016, dedicating a few hours per week. Corey is also a deacon and member of the Griffin Foundation Committee at First Baptist Church, and owns GWP Insurance Services, LLC, selling fixed insurance.
Employment History
Current Registrations
Georgia Wealth Partners, LLC
Previous Registrations
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
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.