Daniel White
Daniel White is a ChFC-designated registered investment advisor at Corecap Advisors, based in Southfield, MI, with 13 years of industry experience. Daniel 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
27777 Franklin Road, Suite 700, Southfield, MI, 48034
Get directionsHistory
Regulatory History (4)
Regulatory
May 2020Regulatory
January 2018Regulatory
November 1999Criminal
March 1997Other Business ActivitiesSells Insurance
Daniel is the President/CEO of Daniel A White & Associates, focusing on insurance and annuity sales. This activity takes nearly all of Daniel's time, including during trading hours, and involves a similar clientele.
Employment History
Current Registrations
Corecap Advisors
Previous Registrations
1717 Capital Management CompanyBroker
State Registrations12 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.