Cory Lampshire is a registered investment advisor at Daybright Advisory Services, INC., based in Arvada, CO, 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 Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 696 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Daybright Advisory Services charges a fee based on the value of your account for investment management services. The fees are negotiable but typically range from 0.05% to 1.5%. In limited circumstances, Daybright may agree to a fixed fee arrangement. Fees are billed monthly or quarterly.
Location
Arvada, CO
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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.
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Current Registrations
Daybright Advisory Services, INC.
Previous Registrations
Empower Financial Services, INC.Broker
State Registrations1 state
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