Michael Tove
Advisor at Corecap Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Corecap Advisors
Location
Cary, NC 27511
Credentials
Series 63, Series 65
Industry experience
9 years
About
Michael Tove is a financial advisor at Corecap Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at H. Beck, Inc. for nine years. Outside of his advisory role, Tove is president and owner of Affordable Insurance Network, Inc., where he focuses on insurance and estate-planning, and is involved in film production through Emerald Oak Productions, LLC. Corecap Advisors provides discretionary investment management and financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon, employing mutual funds, ETFs, equities, and fixed income, often utilizing sub-advisors and third-party asset managers.
Client services
Based on Corecap Advisors
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Corecap Advisors
Retirement income strategy
Income planning
Tax-loss harvesting
Active portfolio management
Private / alternative investments
Fee options
Negotiated flat fee for financial planning services
0.5% to 3.00% annually
Negotiated hourly rate for financial planning services
Location
107 Kilmayne Drive, Suite D
Cary, NC 27511
Most active in
Michael T has reported serving >5 clients in these states in the last 12 months.
Alabama · California · North Carolina · North Dakota
Work history
Affordable Insurance Network,Inc
1998 - Present (28 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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