Kory Holker
Kory Holker is a registered investment advisor at Interwest Investment Advisors, INC, based in Boise, ID, with 8 years of industry experience. Kory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 389 clients with $60M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1450 S. Eagle Flight Way, Suite 110, Boise, ID, 83709
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 ActivitiesSells Insurance
Kory is a licensed insurance agent and tax preparer, dedicating about half of his time to these activities. He also works as an IAR/CCO for New Generation Wealth Management, LLC, an investment advisor for Interwest Investment Advisors, Inc., and as a paralegal for Legacy Services, LLC, spending about 10-20% of his time on each.
Employment History
Current Registrations
Interwest Investment Advisors, INC
New Generation Wealth Management, LLC
State Registrations3 states
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.