Corey Kaster is a registered investment advisor at 1b - Inbundance Wealth Management, based in Portland, OR, with 18 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $6.7M 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 | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.50% |
These fees are negotiable.
Fee Estimator
Location
Portland, OR
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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 →Other Business Activities
Corey rents rooms and a pool at their residence through Airbnb and Swimply, respectively. Corey is also the President of Retal Rockstar, LLC (currently paused) and Gaylabration, Inc., and a founding royalty member of HOA.com, dedicating a few hours per week to Gaylabration.
Employment History
Current Registrations
1b - Inbundance Wealth Management
Previous Registrations
First Heartland Capital, INC.Broker
Farmers Financial Solutions, LLCBroker
Farmers Financial Solutions, LLCBroker
State Registrations2 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.