How does the advisor help clients – Key Takeaways:
Corcoran Capital Management LLC offers a variety of comprehensive financial services to help clients achieve their financial goals. With a team of experienced financial experts, they are dedicated to providing personalized and professional advice and assistance.
Facts and Insights
Corcoran Capital Management LLC was founded in 2005 and has been in business for over 15 years. They currently have over $500 million in assets under management and a team of 10 dedicated financial advisors. Their focus is to provide top-notch financial management and investment services to their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
Corcoran Capital Management LLC offers a wide range of services to help clients manage their finances, plan for their future, and achieve their financial goals. These include investment management, retirement planning, tax planning, estate planning, insurance planning, and more. They also provide customized and tailored financial solutions based on their clients’ individual needs and risk tolerance.
Client Types
Corcoran Capital Management LLC serves a diverse range of clients, including individuals, families, small business owners, and high-net-worth individuals. They have expertise in working with clients at different stages of their financial journey and are committed to providing personalized services to meet their unique needs.
Fees & Compensation
Corcoran Capital Management LLC charges a fee based on a percentage of assets under management. This fee structure ensures that their interests are aligned with their clients, as they only earn more when their clients’ investments perform well. They also offer transparent and competitive pricing, with no hidden fees or commissions.
Background
Corcoran Capital Management LLC is a registered investment advisor located in New York City. They are a team of experienced financial professionals with diverse backgrounds and expertise in various financial disciplines. The company prides itself on its ethical and transparent practices and is committed to providing high-quality financial services to its clients.
Financial Advisor Disclosures to Know
Corcoran Capital Management LLC has a clean record with no disciplinary actions or regulatory sanctions. They are registered with the Securities and Exchange Commission (SEC) and are held to fiduciary standards, meaning they are legally obligated to act in their clients’ best interests at all times.