Cory Mcpherson is a registered investment advisor at Proactive Capital Management, INC., based in Topeka, KS, with 9 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 272 clients with $170M 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 $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
1414 SW Ashworth Place, Suite 200, Topeka, KS, 66604
Get directionsHistory
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 is a co-owner of 1813 Properties, LLC, which owns residential real estate rental properties, since 2019. Cory spends a few hours per week helping identify properties and tenants.
Employment History
Current Registrations
Proactive Capital Management, INC.
Previous Registrations
Legacy Financial Strategies, LLC
Ae Wealth 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.