Corey Johnson is a registered investment advisor at Shorebird, LLC, based in Newport Beach, CA, with 8 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 4 clients with $1.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on the size of the client's account. For recommendation and monitoring of Third-Party Advisers, Shorebird charges 0.75% of assets under management.
Fee Estimator
Location
2459 Eastbluff Drive, Suite 752, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Corey works as a Chief Analyst for Finch C/O CIP Holdings, LLC, providing professional accounting and finance services. This activity takes nearly full-time hours.
Employment History
Current Registrations
Shorebird, LLC
State Registrations1 state
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