Reese Corley is a registered investment advisor at Scarborough Capital Management, based in Annapolis, MD, with 22 years of industry experience. Reese operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,056 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Scarborough Capital Management charges a percentage of your portfolio's value for investment management. This fee is negotiable and paid quarterly. The exact percentage depends on the total amount you have invested with them. The fee is taken directly from your account. They use a 'breakpoint' fee schedule, meaning all your assets are charged the same percentage based on the total amount under management.
Location
1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401
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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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Reese serves as an NCO/Squad Leader/SGT in the U.S. Army Reserves, dedicating about a quarter of their time to driving military vehicles and training soldiers. Reese also works as a soldier in the U.S. Army Reserves, spending about half their time on this role, including weekends, weekdays, and annual training.
Employment History
Current Registrations
Scarborough Capital Management
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
M&t Securities, INC.Broker
Foreside Fund Services, LLCBroker
First Investors CorporationBroker
State Registrations1 state
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