Peter Casciotta
Peter Casciotta is a registered investment advisor at Corecap Advisors, based in Southfield, MI, with 30 years of industry experience. Peter 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 (2)
Customer Dispute
April 2003Customer Dispute
June 2001Other Business ActivitiesSells Insurance
Peter sells fixed insurance through approved FMO's via Asset Management & Advisory Services of Lee County, spending about half his time on this. He also owns Leverage Insurance Agency and is an agent for Ash Brokerage, selling life and disability insurance, dedicating about 10-20% of his time to the agency and minimal time to Ash Brokerage.
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Previous Registrations
World Choice Securities, INC.
World Choice Securities, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
World Choice Securities, INC.
World Choice Securities, INC.Broker
Sigma Financial CorporationBroker
Investacorp, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Lux Investor Services CorporationBroker
State Registrations8 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.