Jessie Magee is a CFA-designated registered investment advisor at Cor3 Investment Partners, LLC, based in Nw Sandy Springs, GA, with 3 years of industry experience. Jessie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $13M 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% |
Fees are negotiable at COR3's discretion.
Fee Estimator
Location
Nw Sandy Springs, GA
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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.
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Current Registrations
Cor3 Investment Partners, LLC
State Registrations3 states
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