Corey Macdougall is a registered investment advisor at Oakbourne Advisors, based in West Chester, PA, with 10 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 481 clients with $280M 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 $750K | 1.20% |
| $750K - $2.0M | 0.98% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.57% |
| $4.0M - $5.0M | 0.47% |
| $5M+ | 0.18% |
Fees are generally non-negotiable, except for family members and friends of Oakbourne Advisors’s representatives. Certain legacy clients may have different fee schedules.
Fee Estimator
Location
2 West Market Street, Suite 1, West Chester, PA, 19382
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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 →Employment History
Current Registrations
Oakbourne Advisors
Previous Registrations
Sei Investments Management CORP
Sei Investments Distribution CO.Broker
State Registrations1 state
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