Korey White is a registered investment advisor at Core Advisory Group, based in Brookhaven, MS, with 9 years of industry experience. Korey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,163 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CORE Advisory Group offers investment management services for a fee based on a percentage of your portfolio. The maximum annual fee is 2.0%, but the specific rate is negotiable. CORE also offers a wrap fee program where all transaction costs are included in a single annual fee. Clients may also invest in third-party managed accounts, which may have their own fees. CORE advisors may utilize model portfolios created by CORE's Chief Investment Officer. CORE also offers CIO managed portfolio services for clients requiring more portfolio customization.
Location
320 Brookhaven St., Brookhaven, MS, 39601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Korey has several business activities, including KCMC, Inc. (inactive), 15James, LLC (real estate rental), White and Associates LLC (tax prep/accounting), and CORE Advisory Group/Brookhaven Wealth Management (investment advisory). The tax prep/accounting takes nearly full-time, while the real estate rental takes minimal time, and the investment advisory takes about a quarter of his time.
Employment History
Current Registrations
Core Advisory Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations3 states
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