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Cory Cox

6 Years of Experience
Renton, WA
Broker

Cory Cox is a registered investment advisor at Empower Advisory Group, LLC, based in Renton, WA, with 6 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Renton, WA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Cory owns Dirty T Real Estate, renting out rooms in his home using Airbnb, dedicating minimal time to this. He is also a co-owner of Tucson Fitness & Lifestyle Coaching and owner of Olive & Ivory, an event planning business.

Employment History
Current Registrations
Empower Advisory Group, LLC
June 2021 - Present · 5 yrs 1 mo
Empower Financial Services, INC.
June 2021 - Present · 5 yrs 1 mo
Empower Financial Services, INC.Broker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2020 - May 2021 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2020 - May 2021 · 1 yr 4 mos
Thrivent Investment Management INC.
April 2019 - November 2019 · 7 mos
Thrivent Investment Management INC.Broker
March 2019 - November 2019 · 8 mos
State Registrations6 states
AZCANMNVUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.