Todd Schanel is a CFA, CFP-designated registered investment advisor at Core Wealth Management, INC., based in Jupiter, FL, with 20 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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 based on account size, complexity, and relationship status. Subject to a $1,500 minimum quarterly fee.
Fee Estimator
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 →Other Business Activities
Todd is a managing member of Horizon Investment Partners, LLC, which owns and manages a property, dedicating minimal time to it. He is also a Director and CPA of Schanel & Associates, PA, an accounting firm, spending about a quarter to half of his time on this.
Employment History
Current Registrations
Core Wealth Management, INC.
Previous Registrations
Sagepoint Financial, INC.
American General Securities Incorporated
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
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