Jacob Corey is a registered investment advisor at Retirement Resources, LLC, based in Auburn Hills, MI. Jacob 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 391 clients with $170M 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% |
Fee rate is negotiable based on various factors. Investment advisory fees will increase when sub-advisers are used to manage all or a portion of your account. Sub-advisers will charge a management fee ranging between 0.10% and 1.00% of the client’s assets under management which will be in addition to and separate from our fees.
Fee Estimator
Location
1625 N Opdyke Rd, Auburn Hills, MI, 48326
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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
Retirement Resources, LLC
State Registrations1 state
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.