Cole Mcclellan is a registered investment advisor at Corus Family Wealth Advisors, INC., based in Mckinney, TX, with 4 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 126 clients with $540M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Minimum annual fee of $20,000. Fees may be negotiable.
Fee Estimator
Location
5900 S. Lake Forest Drive, Suite 280, Mckinney, TX, 75070
Get directionsHistory
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
Cole is a manager for First Light Brothers, LP, a limited partnership focused on undeveloped land investment since 2023. He spends a few hours per week looking for and evaluating land, and assisting with accounting, tax, and legal matters.
Employment History
Current Registrations
Corus Family Wealth Advisors, INC.
State Registrations1 state
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