Core Planning, LLC manages investment portfolios and provides personalized financial planning for individuals, families, businesses, and retirement plans. Core Planning offers both discretionary management, where the firm makes investment decisions on your behalf, and non-discretionary management, where you approve each trade. Services include retirement planning, tax strategies, estate planning, education funding, and ongoing portfolio monitoring. The firm tailors its services to each client's specific goals, time horizon, and risk tolerance, and utilizes modern tools like automated portfolio rebalancing. Core Planning also provides consulting services on an hourly or project basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee of 1.25%. Fees are negotiable and depend on the money manager selected, account value, and cash holdings.
