Corey Gragg is a CFP-designated registered investment advisor at Elk River Wealth Management LLC, based in Denver, CO, 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 285 clients with $970M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees may be negotiable. The total blended fee, including Elk River's fee and the Independent Manager's fee, will not exceed 1.00% annually.
Fee Estimator
Location
250 Fillmore Street, Suite 425, Denver, CO, 80206
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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
Elk River Wealth Management LLC
Previous Registrations
American Century Investments Private Client Group, INC.
American Century Investment Services INC.Broker
State Registrations2 states
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