Steven Azoury
Steven Azoury is a ChFC-designated registered investment advisor at Corecap Advisors, based in Troy, MI, with 44 years of industry experience. Steven 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
3150 Livernois, Suite 145, Troy, MI, 48083
Get directionsHistory
Regulatory History (3)
Regulatory
December 2016Employment Separation After Allegations
November 2015Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Steven may earn commissions from insurance sales as an independent insurance agent through Azoury & Associates and Azoury Financial. This activity may involve the same clientele as his securities clients.
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations19 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.