Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
6,106 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$15.5B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
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Location
535 Boylston Street, Suite 300, Boston, MA, 02116
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Modera Wealth Management, LLC
July 2014 - Present · 11 yrs 7 mos
Previous Registrations
Peak Financial Management INC
March 2012 - July 2014 · 2 yrs 4 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Cory White is a Financial Advisor at Modera Wealth Management. He guides clients through the financial planning process by developing comprehensive financial plans designed to evolve in step with their important life events. In this role Cory works closely with Modera’s wealth managers and with clients’ other professional advisors (such as estate attorneys, accountants and insurance agents) to see that all facets of financial planning are in alignment.