Cory Shrader
Cory Shrader is a CFA, CFP-designated registered investment advisor at Black Creek Wealth Management, LLC, based in Fleming Island, FL, with 17 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 60 clients with $34M 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 $3.0M | 1.50% |
| $3M+ | 1.00% |
Fees are negotiable. BCWML also offers two market timing strategies: BC PULSE (2.00% annually, $30,000 minimum) and BC ALPHA (25% performance fee on gains, $50,000 minimum for qualified clients).
Fee Estimator
Location
2719 Shade Tree Drive, Fleming Island, FL, 32003
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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
Black Creek Wealth Management, LLC
Previous Registrations
Madden Advisory Services, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Camarda Wealth Advisory Group
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations2 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.