Paul Corley
Paul Corley is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Louisville, KY, with 51 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1700 Ups Drive, Suite 101, Louisville, KY, 40223-4046
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Regulatory History (1)
Customer Dispute
July 1984Other Business ActivitiesSells Insurance
Paul is the owner of Financial Services Center, Inc. since 1985, and spends minimal time selling life, fixed annuity, and long-term care products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Financial Services Center
Keogler, Morgan & Company, INC.Broker
Fsc Securities CorporationBroker
Marion Bass Securities CorporationBroker
Western Reserve Financial Services CORPBroker
State Registrations43 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.