Cory Dawkins
Cory Dawkins is a registered investment advisor at Elite Wealth Partners, LLC, based in Johnston, IA, 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 Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 51 clients with $9.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elite Wealth Partners uses sub-advisors to manage client accounts. The annual fee for asset management services ranges from 0.25% to 1.8%, with additional fees charged by the sub-advisors, up to a maximum of 2.5%. These fees are negotiable based on factors like client type, complexity, and assets under management.
Location
Johnston, IA
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Regulatory History (1)
Regulatory
April 2022Other Business ActivitiesSells Insurance
Cory is a partner in Dawkins Family Limited Partnership, owner of Elite Wealth Partners, LLC (offering various insurance products), a consultant with The Heartland Group, an agent with United Financial Freedom, and does data entry for Estate Docs Pro. He dedicates full-time hours to Elite Wealth Partners, about a quarter of his time to Estate Docs Pro, a few hours per week to United Financial Freedom, and minimal time to the other activities.
Employment History
Current Registrations
Elite Wealth Partners, LLC
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Waddell & Reed
Waddell & ReedBroker
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.