Core Asset Management Company manages investment portfolios for individuals, families, trusts, and retirement plans. The firm focuses on global investing using exchange-traded funds, mutual funds, and individual stocks and bonds, with a strong emphasis on conservative strategies tailored to different risk levels. Core Asset Management Company structures portfolios ranging from capital preservation to global growth, and will accommodate client-imposed investment restrictions. Alongside portfolio management, Core Asset Management Company provides general financial advice to help clients navigate their spending, saving, and investment goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.88% |
| $3M+ | 0.75% |
Fees are billed quarterly in advance. Core Asset Management Company has negotiated fees with some clients and retains discretion to accept accounts under the $1 million minimum.