Advisor at Corcoran Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Corcoran Wealth Management LLC
Location
Temecula, CA
Credentials
Series 63, Series 65
Industry experience
15 years
Karen Corcoran is the principal of Corcoran Wealth Management LLC in Temecula, CA, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Secure Investment Management, LLC and J.D. Mellberg Financial, LLC. In addition to her advisory role, she operates an insurance agency. Corcoran Wealth Management LLC provides discretionary asset management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a range of analytical approaches to tailor portfolios to client goals and also refers clients to third-party managers, monitoring their performance and conducting periodic reviews.
Based on Corcoran Wealth Management LLC
Based on Corcoran Wealth Management LLC
Financial planning flat fees between $500 and $1,000
$0 - $10,000: Flat fee: $75.00 annually $10,000.01 - $50,000: 1.50% annually $50,000.01 - $100,000: 1.35% annually $100,000.01 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.10% annually $1,000,000.01+: 1.00% annually
$250 per hour for financial planning services
Account minimum: $2,500 Minimum fee: $75 flat fee for assets $0 to $10,000 Fee-only: Financial planning fees: $250/hour or flat fee between $500 and $1,000
Temecula, CA
Arizona · California · Texas
Secure Investment Management, LLC
2016 - 2018 (2 years)
J.D. Mellberg Financial, LLC
2016 - 2018 (2 years)
Corcoran Wealth Management, LLC
2013 - Present (13 years)
Karen Corcoran, Sole Proprietor
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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