CORE Wealth Advisors offers investment guidance to individuals and businesses, focusing on strategic asset allocation with some tactical adjustments. They customize strategies based on client trust and provide unbiased advice on building and transferring wealth. The firm manages accounts with the client's permission to make trades, selecting investments to meet client goals. They offer two investment models: CORE Accumulation (growth-focused) and CORE Preservation (fixed income). CORE Wealth Advisors also provides financial planning on an hourly basis.
Assets Under Management$130M
Clients146
Advisors3
Avg. per Client$860K
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $2.5M | 0.80% |
| $2.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable for accounts over $5,000,001. CORE Preservation advisory fees are lower. Minimum annual advisory fee is $500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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