Raymond Pett
Raymond Pett is a registered investment advisor at Corecap Advisors, based in Southfield, MI, with 31 years of industry experience. Raymond 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 (5)
Customer Dispute
April 2018Customer Dispute
January 2018Regulatory
December 2017Customer Dispute
September 2017Customer Dispute
October 2012Other Business Activities
Raymond works in business development for M&O Marketing, an affiliated company of CoreCap. This activity takes nearly full-time hours and involves a similar clientele.
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Previous Registrations
Leonard and Company
Leonard & CompanyBroker
Morgan Stanley Dw INC.Broker
Olde Discount CorporationBroker
State Registrations13 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.