CP
CFP · ChFC
CP
CFP · ChFC

Corey T Pederson

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
652 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$2M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.20%
$1.0M - $5.0M1.00%
$5M+0.90%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

650 S. Main Street, Suite 700, Salt Lake City, UT, 84101

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History

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.

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Other Business Activities

Corey is an attorney at the Law Offices of Corey Pederson, spending a few hours per week on this. Corey also serves as Officer-Treasurer for the Mount Olympus Community Council, dedicating minimal time to community advocacy.

Employment History
Current Registrations
Crewe Advisors
February 2025 - Present · 1 yr
Previous Registrations
Olympus Wealth Management, LLC
June 2021 - January 2025 · 3 yrs 7 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Corey T Pederson - Financial Advisor | TrueAdvisor