Michael Mccormick is a registered investment advisor at Eadvisor LLC, based in Cincinnati, OH, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1M+ | 0.99% |
Fees are generally negotiable.
Fee Estimator
Location
10260 Allaince Rd., Suite 130, Cincinnati, OH, 45242
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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
Michael is a managing member of MJ McCormick, LLC, a CPA/public accounting firm, dedicating a significant amount of time to it. He is also the president of BackupCellar, Inc., a data backup services company, and a partner at Financial Clarity Group, Inc., another CPA firm, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Eadvisor LLC
Previous Registrations
Financial Gravity Wealth, INC.
Tuttle Wealth Management, LLC
Commonwealth Financial Network
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.