Kelley Schubert
Kelley Schubert is a CFP-designated registered investment advisor at Corus Family Wealth Advisors, INC., based in Mckinney, TX, with 26 years of industry experience. Kelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 126 clients with $540M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Minimum annual fee of $20,000. Fees may be negotiable.
Fee Estimator
Location
5900 South Lake Forest Dr., Suite 280, Mckinney, TX, 75070
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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 →Other Business Activities
Kelley is involved in several oil and gas exploration partnerships, primarily as President of the general partner, handling accounting and management duties. These activities take minimal time each month.
Employment History
Current Registrations
Corus Family Wealth Advisors, INC.
State Registrations1 state
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