Kortney Mcculley
Kortney Mcculley is a registered investment advisor at Mcculley Financial Group, LLC, based in Westchester, IL, with 18 years of industry experience. Kortney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 169 clients with $190M 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 | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable for accounts over $50,000,000.
Fee Estimator
Location
2 Westbrook Corporate Center, Suite 220, Westchester, IL, 60154
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
Kortney sells non-securities related insurance through McCulley Insurance Services, LLC. She is also the owner of McCulley Financial Group, LLC, a registered investment adviser, and spends minimal time as part owner of 3Amigos Investments, LLC and TechTitans Innovations, LLC, and McCulley Ag Services LLC. Finally, Kortney is the author of the book 'Your Bigger Future'.
Employment History
Current Registrations
Mcculley Financial Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
State Registrations3 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.