Core Financial Partners provides comprehensive financial planning and investment management services to corporations, partnerships, families, individuals, and high-net-worth clients. Founded in 2010 and based in El Segundo, California, the firm is wholly owned by John C. Koudsi. Core Financial offers personal and business financial planning covering cash flow, retirement, tax strategies, estate planning, and insurance. For investment management, the firm builds customized portfolios using exchange-traded funds, mutual funds, structured notes, and private placements, including affiliated private funds managed by KoBre Holdings. Portfolios are reviewed at least quarterly. Core Financial manages assets on both a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $50.0M | 0.75% |
| $50M+ | 0.60% |
Fees are negotiable based on factors such as grandfathered accounts and related accounts. Private placement and alternative investments are included in the asset management fee calculation.