Ronald Thompson
Ronald Thompson is a registered investment advisor at Corecap Advisors, based in Northville, MI, with 16 years of industry experience. Ronald 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
41000 Seven Mile Road, Suite 105, Northville, MI, 48167
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2025Customer Dispute
February 2021Other Business ActivitiesSells Insurance
Ronald is an insurance agent selling life insurance and annuities. This activity requires about 10-20% of his time, including time during trading hours, and involves a similar clientele to his advisory business.
Employment History
Current Registrations
Corecap Advisors
Previous Registrations
Financial Strategies Group, INC
Nylife Securities LLCBroker
MML Investors Services, LLCBroker
State Registrations22 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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