Brian Wolfer
Brian Wolfer is a CFP-designated registered investment advisor at Corecap Advisors, based in Glen Mills, PA, with 17 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
51 Woodland Drive, Glen Mills, PA, 19342
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2019Other Business ActivitiesSells Insurance
Brian owns rental properties, dedicating a few hours per week to this activity. He is also an independent insurance agent with Dan White & Associates, selling insurance and annuities on a full-time basis.
Employment History
Current Registrations
Corecap Advisors
Previous Registrations
Bdfs Capital LLC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations17 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.
Exams
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