Cory Haupt is a registered investment advisor at C.R. Haupt LLC, based in Eau Claire, WI, 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 Investment Management. Their firm serves 4 clients with $1.7M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Clients are not necessarily billed equivalent rates. Certain clients may negotiate rates as low as 0.00%.
Fee Estimator
Location
Eau Claire, WI
Get directionsHistory
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 is the Director of Operations at Heartland Aviation, LLC, an air transportation company, since 1997, dedicating most of his time to this role. He is also involved in business consulting services.
Employment History
Current Registrations
C.R. Haupt LLC
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.