Kori Lannon
Kori Lannon is a registered investment advisor at Quadrant Private Wealth Management, LLC, based in Center Valley, PA, with 18 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, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 834 clients with $1.8B 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 | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6M+ | 0.60% |
Fees may be negotiable. Assets allocated to 3rd Party Managers or Quadrant Enhanced Equity Strategy may be charged up to 2.00%.
Fee Estimator
Location
3850 Sierra Circle, Ste 300, Center Valley, PA, 18034
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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
Kori is an Investment Advisor Representative (IAR) at Quadrant Private Wealth Management, managing client wealth. This activity takes significantly more than full-time hours during trading periods.
Employment History
Current Registrations
Quadrant Private Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Quadrant Private Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 states
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