Corey Roberts
Corey Roberts is a registered investment advisor at C.R. Retirement Strategies, LLC, based in Indianapolis, IN, with 6 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9 clients with $1.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
C.R. Retirement Strategies charges an annual fee based on the value of your portfolio. The exact percentage ranges from 0.50% to 1.50% depending on the complexity of services, the amount invested, and the overall relationship with the advisor. These fees are negotiable.
Location
Indianapolis, IN
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2018Employment History
Current Registrations
C.R. Retirement Strategies, LLC
Previous Registrations
Securities America, INC.Broker
National Planning CorporationBroker
Hornor, Townsend & Kent, INC.Broker
Sterne Agee Financial Services, INC.Broker
Wrp Investments, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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.