Everard Corcoran
Everard Corcoran is a CFP-designated registered investment advisor at Kinetic Wealth Investment Advisors, LLC, based in Mentor, OH, with 18 years of industry experience. Everard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 179 clients with $210M 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 | 2.00% |
Fees are negotiable.
Fee Estimator
Location
7441 Center Street, Mentor, OH, 44060
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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
Everard operates Corcoran Financial Planning as a DBA for his LPL business since 2008. He also engages in real estate rental activities in Sevierville, TN, dedicating a few hours per week to this endeavor.
Employment History
Current Registrations
Kinetic Wealth Investment Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations13 states
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