CoreCap Advisors (CCA) offers investment and portfolio management services, making investment decisions based on client objectives and risk tolerance. CCA may use third-party investment advisors to manage client assets. CCA also offers financial planning services for a flat fee or hourly rate, covering various aspects of a client's financial life. CCA participates in a wrap-fee program, but how they manage investments is not different than accounts not in a wrap-fee program.
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.