Michael Tove is a registered investment advisor at Corecap Advisors, based in Cary, NC, with 9 years of industry experience. Michael 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
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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
107 Kilmayne Drive, Suite D, Cary, NC, 27511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the president and owner of Affordable Insurance Network, Inc. since 1998, dedicating about 10-20% of his time to soliciting insurance business and estate planning. He is also a limited partner in Tove Real Estate LLC since 1990 and involved with Emerald Oak Productions, LLC since 2018, working on film and TV projects for about 10-20% of his time.
Employment History
Current Registrations
Corecap Advisors
State Registrations4 states
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