Paul Costa is a registered investment advisor at Corecap Advisors, based in Saginaw, MI, with 41 years of industry experience. Paul 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
2205 Trautner Drive, Suite 202, Saginaw, MI, 48604
Get directionsHistory
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
Paul is involved with Mannor Financial, selling life insurance, fixed annuities, and equity indexed annuities since 2012. This activity takes about half of his time, with a significant portion occurring during security trading hours.
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Mtl Equity Products, INC.Broker
Gna Securities, INC.Broker
Aegon USA Securities INC.Broker
Commonwealth Church Finance, INC.Broker
United International Securities, INC.Broker
Mimlic Sales CorporationBroker
Investment Management & Research, INCBroker
State Registrations2 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.