Cory Smith
Cory Smith is a registered investment advisor at Indy Wealth Solutions, LLC, based in Indianapolis, IN, with 14 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 71 clients with $3.8M 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 $300K | 1.25% |
| $300K - $500K | 1.00% |
| $500K+ | 0.90% |
Fees are negotiable based on financial standing and intended additional assets.
Fee Estimator
Location
Indianapolis, IN
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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 ActivitiesSells Insurance
Cory is licensed to sell life insurance products and may engage in sales with clients, receiving additional compensation. This activity accounts for minimal time.
Employment History
Current Registrations
Indy Wealth Solutions, LLC
Previous Registrations
Indy Wealth Solutions, LLC
Raymond James & Associates, INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
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.