Corey Waddell is a CFA-designated registered investment advisor at Capital Cities, LLC, based in Indianapolis, IN, with 12 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 15 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are customized and range from 0.05% to 1.00% per year based on the amount of work involved and account size.
Fee Estimator
Location
426 East New York Street, Indianapolis, IN, 46202-3602
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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
Capital Cities, LLC
Previous Registrations
Capital Cities Investments
Capital Cities, LLC
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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