William Alexander is a registered investment advisor at Corecap Advisors, based in Raleigh, NC, with 10 years of industry experience. William 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
Raleigh, NC
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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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William is involved in various business and non-profit activities, including real estate, a law firm, consulting, and several board/treasurer positions. These activities include roles at Roanoke Island Historical Association, Mid-South Forum of Estate Planning Attorneys, William Black Lodge, Alexander Family Partnership, NC Chapter of National Academy of Elderlaw Attorneys, and North Carolina Center for Public Policy Research.
Employment History
Current Registrations
Corecap Advisors
Previous Registrations
Cssc Investment Advisory Services, INC.
State Registrations2 states
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