Jason Fannon
Jason Fannon is a CFP-designated registered investment advisor at Corecap Advisors, based in Southfield, MI, with 25 years of industry experience. Jason 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
24359 Northwestern Hwy, Suite 225, Southfield, MI, 48075
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Jason is an agent/financial advisor for CCP, LLC dba Cornerstone Financial Services, selling insurance, fixed annuities, and fixed index annuities. This activity requires a few hours per week, including time during trading hours, and involves a similar clientele.
Employment History
Current Registrations
Corecap Advisors
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Mercer Allied Company, L.P.Broker
TD Waterhouse Investor Services, INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations10 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.