Cory Semel
Cory Semel is a registered investment advisor at Portfolio Medics, LLC, based in Reno, NV, with 12 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
6100 Plumas Street, Suite 203, Reno, NV, 89519
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2009Other Business ActivitiesSells Insurance
Cory is involved with Semel Risk Consultants, LLC, an insurance business offering various insurance products, dedicating about half their time. Cory also serves as a board member for Nevada Independent Insurance Agents, a non-profit association, spending minimal time on this activity.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Royal Fund Management, LLC
Wealth Watch Advisors, INC
Modern Capital Advisors, LLC
Liberty Partners Financial Services, LLCBroker
Country Capital Management CompanyBroker
Liberty Partners Financial Services, LLCBroker
World Capital Brokerage, INC.Broker
Financial Advisers of America, LLCBroker
Pruco Securities, LLC.Broker
State Registrations1 state
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.