Cory Smith is a registered investment advisor at Discretionary INC., based in Reno, NV, with 9 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
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 | 1.10% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
For clients utilizing Discretionary inc.’s Financial Planning Services, the first $1,000,000 is 0%.
Fee Estimator
Location
5470 Kietzke Lane, Reno, NV, 89511
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 works as a consultant for RIA firms, setting up portfolio models and planning activities. This takes about half of Cory's time, including during securities trading hours.
Employment History
Current Registrations
Discretionary INC.
Previous Registrations
Clear Creek Financial Management, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
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.