Cory Whitaker is a CFA-designated registered investment advisor at Bowie Capital Management, LLC, based in Richardson, TX, with 11 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 10 clients with $2.8B 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 $25.0M | 0.50% |
| $25.0M - $100.0M | 0.25% |
| $100M+ | 0.10% |
Rates apply to the Base Asset strategy. Active Asset Equity strategy is charged an annual rate of 1%. Private funds and other accounts may have separate fee terms not exceeding 1.5% and performance allocations up to 15%.
Fee Estimator
Location
740 E. Campbell Rd., Suite 830, Richardson, TX, 75081
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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.
Learn about disclosures →Other Business Activities
Cory makes periodic investments in private companies and receives no compensation beyond potential gains. Cory is also a director for Petrus Management Holding Company, Inc. and Petrus Trust Company, LTA, and is compensated for quarterly meetings, requiring minimal time.
Employment History
Current Registrations
Bowie Capital Management, 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.
Exams
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