Corecap Advisors
Assets Under Management
$3.2B
Number of Clients
9,157
Number of Advisors
107
Average Client AUM
$346K
AUM per Advisor
$29.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CoreCap Advisors offers discretionary investment and portfolio management services tailored to client objectives and risk tolerance. They utilize sub-advisors and third-party platforms for tax-efficient asset location. Financial planning services are also available for a flat fee or hourly rate, covering various aspects of a client's financial life.
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.
Areas of Practice
Location
27777 Franklin Road, Suite 700, Southfield, MI, 48034