Core Wealth Consultants (CWC) offers investment management services to clients, creating personalized portfolios using stocks, mutual funds, and ETFs. CWC uses a planning methodology called PlanAssist®, which organizes client financial decisions using the Liquidity, Safety, and Growth framework. Clients can impose restrictions on investments. CWC does not participate in wrap fee programs.
Assets Under Management$40M
Clients85
Advisors1
Avg. per Client$480K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee. Minimum quarterly charge of $100.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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