Bartley Corfee
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
29029 Upper Bear Creed Rd Ste 107, Evergreen, CO, 80439
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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 →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
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
20/20 Capital Management, INC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
G. R. Phelps & CO., INC.Broker
MML Investors Services, INC.Broker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Calvert Securities CorporationBroker
FtfsBroker
American Investors CompanyBroker
E. F. Hutton & Company INCBroker
Sutro & CO. IncorporatedBroker
State Registrations25 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.