TrueAdvisor
TrueAdvisor
BC
ChFC
BC
ChFC

Bartley Corfee

Ameritas Advisory Services, LLC
42 Years of Experience
Evergreen, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Bartley Corfee is a ChFC-designated registered investment advisor at Ameritas Advisory Services, LLC, based in Evergreen, CO, with 42 years of industry experience. Bartley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

29029 Upper Bear Creed Rd Ste 107, Evergreen, CO, 80439

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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 ActivitiesSells Insurance

Bartley owns Corfee & Associates, offering financial advisory, asset management, life insurance, disability insurance, and variable annuities, dedicating a few hours per week. He is also a Financial Advisor for Canvas Financial, spending more than full-time on financial advisory duties and portfolio management.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Ameritas Advisory Services
July 2018 - November 2021 · 3 yrs 4 mos
20/20 Capital Management, INC
November 2017 - January 2019 · 1 yr 2 mos
Cetera Advisors LLC
May 2001 - November 2017 · 16 yrs 6 mos
Cetera Advisors LLCBroker
March 2001 - November 2017 · 16 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
May 1995 - April 2001 · 5 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
May 1995 - April 2001 · 5 yrs 11 mos
G. R. Phelps & CO., INC.Broker
January 1993 - February 1995 · 2 yrs 1 mo
MML Investors Services, INC.Broker
November 1990 - January 1993 · 2 yrs 2 mos
Transamerica Financial Resources, INC.Broker
August 1989 - November 1990 · 1 yr 3 mos
Transamerica Securities Sales CorporationBroker
August 1989 - November 1990 · 1 yr 3 mos
Calvert Securities CorporationBroker
September 1986 - March 1989 · 2 yrs 6 mos
FtfsBroker
June 1986 - September 1986 · 3 mos
American Investors CompanyBroker
April 1986 - August 1986 · 4 mos
E. F. Hutton & Company INCBroker
January 1984 - May 1985 · 1 yr 4 mos
Sutro & CO. IncorporatedBroker
August 1980 - February 1982 · 1 yr 6 mos
State Registrations25 states
AZCACOCTFLHIILINLAMAMONENJNVNYOKORSCTNTXUTVAWAWVWY
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.
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