Corey Franco
Corey Franco is a registered investment advisor at Noblebridge Wealth, based in North Caldwell, NJ, with 26 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 329 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,001. When NBWM is named as the strategist, models have an annual strategist fee, which is charged by NBWM as manager and covers the costs of their portfolio construction and ongoing investment management services. This fee ranges from 0.08% to 0.50% and is incorporated as part of your total Managed Account Services fee.
Fee Estimator
Location
North Caldwell, NJ
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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 ActivitiesSells Insurance
Corey is a managing member, founder, and DRP insurance broker at Noblebridge Wealth Insurance Advisors, LLC. This takes about a quarter of his time, with about 10-20% of his time during market hours. Corey also volunteers for the board of trustees at Grover Cleveland Park Conservancy, dedicating minimal time.
Employment History
Current Registrations
Noblebridge Wealth
Previous Registrations
M. S. Howells & CO.Broker
Hayden Royal
Herbert J. Sims Capital Management, INC.
Herbert J. Sims & CO. INC.Broker
Ladenburg Thalmann & CO. INC.Broker
Ladenburg Thalmann Asset Management INC
Ladenburg Thalmann Fund Management LLC
Alexandra & James Advisory Services, LLC
Lebenthal & CO., LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities Corporation
Mony Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.