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Arben Cuca

5 Years of Experience
Sells Insurance

Arben Cuca is a registered investment advisor at Corecap Advisors, based in Chicago, IL, with 5 years of industry experience. Arben 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
9,157 clients
Average Client Portfolio
$346K average
Assets Under Management
$3.2B

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.

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Location

Chicago, IL

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History

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.

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Other Business ActivitiesSells Insurance

Arben works as a retirement planner for Apex Wealth Management, focusing on insurance sales and services. This activity takes nearly all of Arben's time.

Employment History
Current Registrations
Corecap Advisors
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Ae Wealth Management, LLC
March 2020 - January 2022 · 1 yr 10 mos
State Registrations6 states
IAILINMIMNOH
Advisor

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.

Exams
No exam information available for this advisor.