Charles Foss is a registered investment advisor at Core Wealth Advisors, INC., based in Lakeland, FL, with 22 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 586 clients with $700M 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 | 1.50% |
Standard annual fee of 1.50% of assets under management. Fees may be negotiated or exceptions made at the firm's discretion.
Fee Estimator
Location
124 South Florida Avenue, 4th Floor, Lakeland, FL, 33801
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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 Activities
Charles is a fractional ownership partner in CORE Wealth Aviation, an aircraft holding company, and a member of Forefront Group, Inc., a restaurant ownership group, dedicating minimal time to each. He also owns 100% of CORE Wealth Accountants, LLC, a tax preparation and consulting firm, spending a few hours per week on this.
Employment History
Current Registrations
Core Wealth Advisors, INC.
Previous Registrations
Calton & Associates, INC.
Wall Foss Advisors, INC.
State Registrations2 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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