Kevin Vaillancourt is a registered investment advisor at Ancora Retirement Plan Advisors, LLC, based in Cleveland, OH, with 25 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 157 clients with $1.3B 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.45% |
| $12.5M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.35% |
| $20.0M - $30.0M | 0.30% |
| $30.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees are negotiable in certain instances. Some clients may pay higher or lower fees than shown. The Ancora MEP has a different fee schedule.
Fee Estimator
Location
6060 Parkland, Suite 200, Cleveland, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kevin is a director at Ancora Retirement Plan Advisors and Ancora Family Wealth Advisors, spending about half his time in the former role and about 10-20% of his time in the latter. He also works as a seasonal ski instructor at Vail Resorts, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Ancora Retirement Plan Advisors, LLC
Inverness Securities, LLCBroker
Previous Registrations
CBIZ Investment Advisory Services, LLC
Sequoia Financial Advisors, L.L.C.
Resource Securities, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Evergreen Investment Services, INC.Broker
State Registrations1 state
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.