Alison Slezak is a registered investment advisor at Corecap Advisors, based in Glen Mills, PA, with 7 years of industry experience. Alison 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
51 Woodland Dr, Glen Mills, PA, 19342
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alison is the Director of Marketing and Operations at Daniel A. White & Associates, where she attends client service meetings regarding annuities and annuity sales, dedicating about 10-20% of her time. Alison also has an insurance license.
Employment History
Current Registrations
Corecap Advisors
State Registrations17 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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