Aaron Ulrich is a registered investment advisor at Corecap Advisors, based in Prospect, KY, with 15 years of industry experience. Aaron 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
Prospect, KY
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
Aaron is the owner and investment advisor representative at Integra Financial Planning, LLC, providing financial planning, insurance, and advisory services. This is a full-time commitment for Aaron.
Employment History
Current Registrations
Corecap Advisors
Previous Registrations
Foundations Investment Advisors LLC
Gradient Advisors, LLC
Ae Wealth Management, LLC
Forthright Capital Advisory
Ae Wealth Management, LLC
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
United Advisors America
Portsmouth Financial ServicesBroker
Mercurio Wealth Advisors
Investment Professionals, INC.
Investment Professionals, INC.Broker
Investment Professionals, INC.
Waddell & Reed
Waddell & ReedBroker
PNC Investments
PNC InvestmentsBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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
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