Jacquelyn Goldstick is a CFP-designated registered investment advisor at Core Wealth Management, INC., based in Jupiter, FL, with 19 years of industry experience. Jacquelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 4 more. Their firm serves 291 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable and may vary based on account size, complexity, relationship status, and legacy agreements. A $1,500 minimum quarterly fee applies, which may be waived.
Fee Estimator
Contact
Jacquelyn Goldstick
Location
4600 Military Trail, Suite 215, Jupiter, FL, 33458
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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 →Employment History
Current Registrations
Core Wealth Management, INC.
Previous Registrations
Family First Financial Planning
March Capital CORP.
State Registrations1 state
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
Additional Information
Prior to joining Core Wealth Management, Jackie managed the Palm Beach Gardens office of Family First Financial Planning, a fee-only financial planning firm. She also helped establish a wealth management services group at a prestigious regional investment firm located in Chicago, Illinois. She provided comprehensive financial planning services, including retirement planning, asset allocation and investment analysis, tax planning, education funding, estate planning and cash flow planning for the firm’s high net worth clients and prospects. Jackie began her financial planning career at a family office, helping to manage and oversee several hundred million dollars in assets across four generations of family members. Additional experience includes several years in commercial and investment banking and a short time as an auditor at a public accounting firm.