Corecap Advisors
DBA: Corecap Advisors, Llc
27777 FRANKLIN ROAD, Southfield, Michigan 48034
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
the advisor’s fee. For example, an account valued at $100,000 with an advisor fee of 1% (.25% per quarter), would be charged a fee of $250. 3 CCA Form ADV Part 2A 9/30/2024 As it is impossible to directly debit the fees from retirement accounts like a 401(k), the fees will be as
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 6 disclosures on record with the SEC.
Criminal disclosures
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.