Core Wealth Management provides personalized investment advice and portfolio management. They meet with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. They may use model portfolios or customize investments. Financial planning is offered as an add-on to portfolio management services at no additional charge. Pension consulting services are also available through sub-advisors.
Assets Under Management$38M
Clients116
Advisors3
Avg. per Client$320K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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