CE
CFP
CE
CFP
Corey Elliott
11 Years of Experience
Sarasota, FL
1 DisclosureBroker
Corey Elliott is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Sarasota, FL, with 11 years of industry experience. Corey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
100 University Town Center Drive, Sarasota, FL, 34243
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2026Pending
Employment History
Current Registrations
Charles Schwab & CO., INC.
August 2021 - Present · 5 yrs 2 mos
Charles Schwab & CO., INC.Broker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - July 2021 · 3 yrs
Strategic Advisers LLC
August 2017 - July 2018 · 11 mos
Fidelity Brokerage Services LLCBroker
June 2015 - July 2021 · 6 yrs 1 mo
State Registrations27 states
ALCACOCTFLGAILINKYMAMEMIMOMSNCNJNMNYOHOKORPASCSDTXWAWY
AdvisorBrokerBoth
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
No exam information available for this advisor.
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