Ronald Thompson is a ChFC-designated registered investment advisor at Corecap Advisors, based in Northville, MI, with 17 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 West Seven Mile, Suite 230, Northville, MI, 48167
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 Activities
Ronald is the President and Attorney at Thompson Stewart, PC, providing legal services in various areas such as estate planning and corporate law. This requires about 60% of Ronald's time, including time during trading hours.
Employment History
Current Registrations
Corecap Advisors
Previous Registrations
Financial Strategies Group, INC
Eagle Strategies LLC
Nylife Securities LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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
More Advisors
- Ronald ThompsonCorecap Advisors
- Daniel Delano, CFPEdward Jones
- Jody Stolicker, CFPSpc
- Michael Mullenax, CFPSigma Investment Counselors
- Nicole Fellhauer, CFPStrategic Advisers LLC
- Scott Lowery, PFSRaymond James Financial Services Advisors, INC