Corey Burton
Corey Burton is a CFP-designated registered investment advisor at Capital Investors Advisory Corporation, based in Dublin, OH, with 4 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is 1.00% of assets under management, billed quarterly in arrears. Fees may be negotiated in limited circumstances. Family account values may be combined.
Fee Estimator
Location
5910 Venture Drive, Suite B, Dublin, OH, 43017
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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 →Employment History
Current Registrations
Capital Investors Advisory Corporation
State Registrations7 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.
Exams
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