Core Financial provides financial planning and investment management services to corporations, families, individuals, and high-net-worth individuals. Financial planning covers areas like retirement, college, tax, estate, and insurance. Investment management involves creating portfolios with exchange-traded funds, mutual funds, structured notes, and alternative investments. Core Financial tailors its services to each client's financial situation and risk appetite.
Assets Under Management$280M
Clients142
Advisors2
Avg. per Client$2M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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% |
Some accounts are under different fee schedules honoring prior agreements. The standard fee schedule is negotiable based on factors such as 'grandfathered' accounts and related accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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