CORE Capital Markets builds and monitors investment model portfolios using funds from Dimensional Fund Advisors (DFA). These portfolios are offered through third-party platform providers to other financial advisors, who then use them to invest their clients' assets. CORE Capital may accept some direct retail clients, gathering information to determine the best portfolio for their needs. CORE Capital does not manage accounts as part of a wrap fee program.
Assets Under Management$670K
Clients1
Advisors1
Avg. per Client$670K
Avg. per Advisor$670K
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees may be negotiable. CORE Capital may aggregate related client accounts for purposes of calculating the advisory fees applicable to the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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