Corcoran Wealth Management (CWM) offers investment management and financial planning services. Investment management is tailored to each client's goals and risk tolerance. Financial planning covers areas like retirement, estate, tax, and education planning. CWM may recommend third-party managers and receives referral fees from them.
Assets Under Management$2.7M
Clients34
Advisors1
Avg. per Client$78K
Avg. per Advisor$2.7M
www.facebook.com/yourequityinretirement/about ·www.linkedin.com/in/karen-corcoran-52437b5b ·www.cwmfamily.com
Fee Structure
Minimum Investment:$2.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | Included |
| $10K - $50K | 1.50% |
| $50K - $100K | 1.35% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
For assets under $10,000, a flat fee of $75.00 is charged. The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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