Daniel Simon is a registered investment advisor at Corecap Advisors, based in Southfield, MI, with 14 years of industry experience. Daniel 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
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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.
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Daniel works as a Retirement Planning Advisor at Dan White & Associates, focusing on retirement planning concepts with low risk management. He meets with clients and conducts educational seminars on retirement planning, required minimum distribution planning, and Social Security planning.
Employment History
Current Registrations
Corecap Advisors
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Sei Investments Management CORP
State Registrations3 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.