Aaron Edmond Wooster

Corecap Advisors

14 Years of Experience

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Firm Information

Corecap Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

107 advisors

Number of Clients

9,157 clients

Average Client Portfolio

$346K average

Assets Under Management

$3.2B

Fee Structure

The annual fees for discretionary accounts range from 0.5% to 3.00% of assets under management. Fees are normally billed in advance, based on the net asset value of a client’s account. Financial planning services are available for a flat fee or at an hourly rate, negotiated between you and your investment adviser representative. There is no stated minimum annual fee or minimum investment.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance Planning

Advisor Information

Office location

27777 Franklin Road, Suite 700, Southfield, MI, 48034

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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.

Other Business ActivitiesSells Insurance

Aaron is a partner and independent agent at Jackson Kennedy, selling annuity, FIA, and life insurance products since 2013. This activity takes Aaron's full time, including during trading hours.