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Credentials
Series 66, Series 63
Experience Industry experience
18 years
Location
Blythe, CA
Brogan Asset Management, LLC
Supported
Cory Reader is a financial advisor with Brogan Asset Management, LLC, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His career includes roles at Exemplar Capital, Exemplar Wealth, Trans Global Consult, Omnia Capital Management, and Morgan Stanley. Brogan Asset Management provides personalized financial planning and discretionary investment management to individual clients, focusing on cash-flow and tax planning, retirement and education funding, and estate planning. The firm uses a blend of fundamental, technical, and cyclical analysis to manage portfolios and offers financial planning on an hourly or fixed-fee basis, serving a client base without account minimums.
Based on Brogan Asset Management, LLC
Negotiable fixed fees up to $2,500 for financial planning services
$0 - $1,000,000: 2.00% annually $1,000,001 - $5,000,000: 1.70% annually $5,000,001 - $10,000,000: 1.50% annually $10,000,001+: 1.00% annually
$200 per hour
Fee-only: Hourly fee of $200 per hour; Fixed fees up to $2,500 based on complexity and client needs
Blythe, CA
Blythe CA
Advisors at this office
1
Pennsylvania
18 years of industry experience
Exemplar Capital, LLC
2024 - Present • 2 years
Blythe, CA
Exemplar Wealth
2024 - Present • 2 years
Phoenix, AZ
Trans Global Consult
2017 - 2024 • 7 years
Blythe, CA
Omnia Capital Management, Inc.
2017 - 2023 • 6 years
Hawthorne, CA
Morgan Stanley Private Bank, National Association
2015 - 2017 • 2 years
New York, NY
Morgan Stanley
2009 - 2017 • 8 years
El Segundo, CA
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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