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Alejandra Navarro

Corecap Advisors
11 Years of Experience
North Richland Hills, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alejandra Navarro is a registered investment advisor at Corecap Advisors, based in North Richland Hills, TX, with 11 years of industry experience. Alejandra is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Corecap Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
9,677 clients
Average Client Portfolio
$412K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual fees range between 0.5% and 3.00% of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9285 Huntington Square, Suite H, North Richland Hills, TX, 76182

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Alejandra works as a driver for Tracie McCormick Trucking, delivering US mail, dedicating a few hours per week to this activity. Alejandra is also a producer for Capital Choice Financial Services, selling life insurance and providing related services, which takes about a quarter of her time.

Employment History
Current Registrations
Corecap Advisors
February 2022 - Present · 4 yrs 8 mos
Corecap Investments, LLCBroker
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Ameritas Investment CORP.Broker
June 2017 - November 2019 · 2 yrs 5 mos
Ccf Investments, INC.Broker
November 2014 - June 2017 · 2 yrs 7 mos
State Registrations7 states
CADCFLILNCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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