CD

Cory Christopher Downer

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
46 advisors
Number of Clients
3,901 clients
Average Client Portfolio
$515K average
Assets Under Management
$2.0B

Fee Structure

Minimum Annual Fee:$400
Hourly Rate:$125 - $600/hr

The annual fee for direct asset management typically ranges from 0.5% to 3% of the managed assets' value, billed quarterly. Fees are negotiable based on factors like asset size and portfolio complexity. Clients also pay a $5.50 administrative service charge per trade (with some exceptions), custodial fees, and internal fees from investments like mutual funds and ETFs. Investment consulting fees range from $125 to $600 per hour, depending on the complexity of the services.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Loading...

Advisor Information

Office location

7777 Bonhomme Ave., Suite 2400, Clayton, MO, 63105

Get directions
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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Cory works as an insurance agent, providing insurance services and sales. This activity takes minimal time.

Employment History
Current Registrations
Smith Moore & CO.
June 2022 - Present · 3 yrs 7 mos
Smith, Moore & CO. Broker
May 2022 - Present · 3 yrs 8 mos
State Registrations10 states
COFLIAILKSMAMONEOHWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.