Core Capital Management (CCM) provides investment management, wealth management, and financial planning services. CCM works with both individual and institutional clients, aiming to connect their wealth with their values and goals. CCM operates as a fiduciary, prioritizing client needs and using a common-sense approach to help clients achieve their financial objectives. The firm's process includes establishing the scope of the advisor-client relationship, determining financial goals, analyzing data, developing and implementing a plan, and monitoring its progress.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are billed at the entire schedule rate and are not subject to a sliding scale. Under certain circumstances CCM’s fees may be negotiable, and related accounts may be aggregated for fee calculation purposes in certain circumstances.