Marc Labadie
Marc Labadie is a registered investment advisor at Corecap Advisors, based in Southfield, MI, with 21 years of industry experience. Marc 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
27777 Franklin Road, Suite 700, Southfield, MI, 48034
Get directionsHistory
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
Marc is a producer for M&O Marketing/Labadie Financial, selling Fixed Indexed Annuities (FIAs) since 2019. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLC
Corecap Investments, LLCBroker
Previous Registrations
M Holdings Securities, INC.Broker
Corecap Investments, INC.Broker
M Holdings Securities, INC.Broker
State Registrations13 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.