Brett Mills is a registered investment advisor at Corecap Advisors, based in Brighton, MI, with 15 years of industry experience. Brett 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
7600 Grand River Avenue, Suite 110, Brighton, MI, 48114
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
Brett is an independent insurance agent selling fixed products, health insurance, and life insurance. These activities may occur during market hours but do not conflict with his duties to securities clients.
Employment History
Current Registrations
Corecap Advisors
Previous Registrations
Caitlin John, LLC
State Registrations8 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.
Exams
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