Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
177 clients
Average Client Portfolio
$569K average
Assets Under Management
$100.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2625 Whitmore St. Ste. 121, Fort Worth, TX, 76107
Get directionsHistory
Regulatory History
Clean regulatory record
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 is an advisory board member for the non-profit organization Lena Pope, dedicating minimal time to it. Corey is also an insurance agent for Purewater Risk Management LLC, spending a few hours per week selling insurance products.
Employment History
Current Registrations
Purewater Capital, LLC
August 2019 - Present · 6 yrs 7 mos
Previous Registrations
The Pacific Group
September 2018 - October 2019 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2012 - September 2018 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2012 - September 2018 · 6 yrs 7 mos
AXA Advisors, LLC
July 2007 - March 2012 · 4 yrs 8 mos
AXA Advisors, LLCBroker
July 2007 - March 2012 · 4 yrs 8 mos
State Registrations3 states
FLNETX
Advisor
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
No exam information available for this advisor.