Kori Allen is a CFP-designated registered investment advisor at Pearl Wealth LLC, based in Portland, OR, with 28 years of industry experience. Kori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 145 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10 million. Flat rate fee is also negotiable with annual CPI increase.
Fee Estimator
Location
915 NW 19th Ave Suite F, Portland, OR, 97209
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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.
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Kori owns and maintains a rental unit in Portland, Oregon, dedicating minimal time to it. Kori also serves as Vice Chair of the Board and Chair of the Investment Committee for The Library Foundation, spending a few hours per week on this role.
Employment History
Current Registrations
Pearl Wealth LLC
Previous Registrations
Pine Haven Investment Counsel, INC.
Coldstream Capital Management INC
Western Pacific Investment Advisers INC
State Registrations1 state
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