Core Wealth Management is a registered investment advisor based in Jupiter, Florida, offering comprehensive financial planning, portfolio management, and corporate retirement plan consulting. Core Wealth Management designs customized investment portfolios utilizing mutual funds, exchange-traded funds, and fixed-income assets, often employing a unified managed account structure that may include third-party sub-advisers. The firm emphasizes a holistic financial planning process that covers retirement planning, cash flow analysis, tax strategies, estate planning, insurance needs, education funding, and social security optimization. Core Wealth Management maintains an affiliated relationship with an accounting firm, Schanel & Associates, to coordinate integrated tax planning and preparation services for clients who choose to use them. The firm operates as a fiduciary, putting client interests first and tailoring strategies to individual goals and risk profiles.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable based on account size, complexity, and relationship status. Subject to a $1,500 minimum quarterly fee.