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
CoreCap Advisors offers investment and portfolio management services, including sub-advisor oversight. They also provide financial planning services payable as a flat fee or hourly rate. They manage assets through various platforms and utilize tax-efficient strategies for held-away accounts.
27777 Franklin Road, Suite 700, Southfield, MI, 48034