Core Capital Management and Research INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Core Capital Management & Research is an investment advisory firm based in Houston, Texas, founded by Louis J. Pelz, Jr. in 2008. The firm provides investment management and advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. Core Capital Management & Research furnishes investment advisory services on both discretionary and non-discretionary bases, tailoring investment styles to each client's individual goals, objectives, risk tolerance, and overall financial situation. The firm's core offerings include investment strategy development, personal investment policy creation, asset allocation, asset selection, continuous portfolio monitoring, stock and bond selection, and market research. The firm utilizes various methods of analysis including charting, fundamental, technical, and cyclical analysis, and employs long-term purchases, short-term purchases, trading, short sales, and option writing strategies. Core Capital Management & Research does not participate in wrap fee programs and does not charge performance-based fees.

Assets Under Management$300M
Clients269
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$100M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual fee ranges from 0.10% to 3.00% depending on the size of the account. All advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm

Core Capital Management and Research INC. - Fees, AUM & Advisors | TrueAdvisor