Core Asset Management Company manages investment portfolios for individuals, qualified pension plans, and trusts. Core invests in public securities, generally using exchange-traded funds (ETFs), mutual funds, and individual stocks and bonds. Core tailors its portfolio management for individual clients, considering their investment goals, spending and saving plans, and risk tolerance. Core also provides general financial advice, sometimes referred to as financial planning.
Assets Under Management$37M
Clients16
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.88% |
| $3M+ | 0.75% |
Fees may be different for some clients based on previous fee schedules or negotiated rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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