CL
CFP

Corey Bryant Long

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
30 advisors
Number of Clients
921 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$5M
Financial Planning:Included in AUM fee

True North charges an advisory fee ranging from 0.25% to 1.50% of assets under management, which may vary from client to client. Clients may also pay manager fees for separately managed accounts, clearing fees, and fund expenses. Consulting services beyond the scope of investment management may incur additional negotiable fees.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

12707 Nutty Brown Road, Suite A15, Austin, TX, 78737

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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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Employment History
Current Registrations
True North Advisors, LLC
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Clear Rock Advisors, LLC
December 2020 - September 2024 · 3 yrs 9 mos
Polaris Wealth Advisory Group
April 2018 - December 2020 · 2 yrs 8 mos
Raub Brock Capital Management, LP
March 2015 - April 2018 · 3 yrs 1 mo
Strategic Advisers, INC.
December 2010 - March 2015 · 4 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Corey Bryant Long - Financial Advisor | AdvisorDiscover