Corey Black is a registered investment advisor at Ataraxis Financial, LLC, based in Rochester, MN. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 84 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees shall not be charged on any money market, cash or fixed income holdings. Exceptions may be made to the published fee schedule under certain circumstances pursuant to a negotiated agreement.
Fee Estimator
Location
Rochester, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ataraxis Financial, LLC
State Registrations1 state
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