Brian Wolfer is a CFP-designated registered investment advisor at Corecap Advisors, based in Glen Mills, PA, with 16 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 9,157 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CoreCap Advisors manages investments for a fee ranging from 0.5% to 3.00% of the value of your portfolio annually. The fee is calculated based on the value of your account and is typically billed in advance, either monthly or quarterly. For certain accounts with sub-advisors, fees are billed monthly in arrears. If you invest in Exchange Traded Funds or mutual funds, you will also pay the fees and expenses charged by those funds.
Location
51 Woodland Drive, Glen Mills, PA, 19342
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Regulatory History (1)
Customer Dispute
November 2019Other Business ActivitiesSells Insurance
Brian owns rental properties, dedicating a few hours per week to this activity. He is also an independent insurance agent with Dan White & Associates, selling insurance and annuities on a full-time basis.
Employment History
Current Registrations
Corecap Advisors
Previous Registrations
Bdfs Capital LLC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations16 states
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.