Bryce Vogel is a registered investment advisor at Corecap Advisors, based in Glendale, AZ, with 11 years of industry experience. Bryce 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
Glendale, AZ
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryce is involved in several business activities, including life insurance sales and agency building with Capital Choice Financial Services, property and liability insurance as an Insurance Broker with Copper Mountain Insurance Solutions, and operating under the name Capital Choice Southwest for investing and insurance business. He also works as a delivery driver for DoorDash about half his time, and volunteers as a Social Media and Web Administrator for the Maricopa County Justice Museum.
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Capital Choice Investment Advisers, INC.
Ccf Investments, INC.Broker
State Registrations12 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.