Max Corder is a registered investment advisor at H R Financial Services, INC., based in Somers, MT, with 23 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 13 clients with $19M 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 generally not negotiable, but HR Financial Services reserves the right to negotiate fees for unusually large or specialty accounts.
Fee Estimator
Location
Somers, MT
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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
H R Financial Services, INC.
State Registrations1 state
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