David Howard
David Howard is a PFS-designated registered investment advisor at Corecap Advisors, based in Harrison Twp, MI, with 29 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 9,677 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual fees range between 0.5% and 3.00% of assets under management.
Fee Estimator
Location
Harrison Twp, MI
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2018Other Business ActivitiesSells Insurance
David is an insurance agent for M&O Marketing since 2018 and ELCO Mutual since 1994, selling fixed insurance products and dedicating minimal time to each. He is also the president and 40% owner of Financial Fitness, Inc., owns rental real estate, and works as a CPA preparing taxes.
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service CorporationBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations16 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.