Thomas Ankrom
Thomas Ankrom is a registered investment advisor at Corecap Advisors, based in Canfield, OH, with 35 years of industry experience. Thomas 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
111 S. Broad Street, Suite 7, Canfield, OH, 44406
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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
Thomas is an agent with Capital Choice Financial Services, selling life insurance, indexed annuities, and fixed annuities, dedicating about half of his time. He also works as a tax preparer and owner at Ankrom Tax Preparation, spending about 10-20% of his time preparing income tax returns from January through April.
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Previous Registrations
Ameritas Investment CORP.Broker
Ccf Investments, INC.Broker
The Leaders Group, INC.Broker
Usallianz Securities, INC.Broker
National Planning CorporationBroker
North American Management, INC.Broker
First American National Securities, INC.Broker
State Registrations11 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.