Corey Boller is a CFA-designated registered investment advisor at Tempus Wealth Partners, based in District of Columbia, DC. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are discretionary and negotiable based on client type, complexity, and relationship.
Fee Estimator
Location
1333 New Hampshire Northwest, 200, District of Columbia, DC, 20036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tempus Wealth Partners
State Registrations1 state
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