Scott Butler is a CFP-designated registered investment advisor at Corecap Advisors, based in Laurel, MD, with 21 years of industry experience. Scott 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
14502 Greenview, Suite 208, Laurel, MD, 20708
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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
Scott is involved in independent insurance and annuity sales through Klauenberg Retirement Solutions & M&O Marketing and Premiere Senior Marketing, dedicating about 10-20% of his time to each. He also works as a short-term health representative for Senior Security Benefits, Inc. and as an educator for the Society for Financial Awareness (SOFA).
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Allstate Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 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.