Cory Shuford is a CFP-designated registered investment advisor at Wealthpoint Advisors, based in Cramerton, NC, with 13 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, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 358 clients with $120M 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 | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1000K | 1.10% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), the Firm may negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
102 Hidden Pastures Dr., Suite 213, Cramerton, NC, 28032
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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 →Other Business Activities
Cory has a 33.3% ownership stake in SSI Holdings, LLC, a real estate holding company, and SSI Wealth Management, LLC, a DBA for Wealthpoint Advisors. These activities are not investment-related.
Employment History
Current Registrations
Wealthpoint Advisors
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Kalos Capital, INC.Broker
Kalos Management
Independent Advisor Alliance, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations5 states
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