TrueAdvisor
TrueAdvisor
KC
KC

Kipp Richard Cormier

Envestnet Portfolio Solutions, INC.
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Envestnet Portfolio Solutions, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
129,586 clients
Average Client Portfolio
$226K average
Assets Under Management
$29.3B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

Location

150 North Riverside Plaza , Suite 2050, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Envestnet Portfolio Solutions, INC.
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
Portfolio Brokerage Services, INC.Broker
September 2012 - January 2020 · 7 yrs 4 mos
Quasar Distributors, LLCBroker
December 2011 - December 2011 · 0 mos
Family Wealth Architects LLC
February 2009 - July 2009 · 5 mos
Fundquest Incorporated
September 2008 - December 2008 · 3 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.