Kevin Mccormick
Kevin Mccormick is a registered investment advisor at Simplified Wealth Management, based in Hattiesburg, MS, with 17 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 712 clients with $230M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable in individual cases.
Fee Estimator
Location
14 Orleans Drive, Hattiesburg, MS, 39402
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 ActivitiesSells Insurance
Kevin owns rental real estate and spends minimal time on it. He also sells non-variable insurance through Highland Capital Brokerage and owns Stellar Insurance, LLC, dedicating a few hours per week to each.
Employment History
Current Registrations
Simplified Wealth Management
Previous Registrations
Simplified Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations6 states
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.