Cory Boyer
Cory Boyer is a registered investment advisor at Ameritas Advisory Services, LLC, based in Lincoln, NE, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
6355 S 56th St, Lincoln, NE, 68516
Get directionsHistory
Regulatory History (8)
Financial
October 2022Financial
September 2022Financial
September 2022Financial
September 2022Financial
August 2022Financial
July 2022Financial
July 2022Financial
June 2022Other Business ActivitiesSells Insurance
Cory buys and resells collectible cards online, owns and operates a Thai restaurant, and works as a driver for DoorDash/UberEats. Cory also works as a securities coordinator and field supervising principal, offering securities, investment advice, and insurance through various carriers and Ameritas Wealth Advisors, dedicating full-time hours to each.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
State Registrations12 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.