CORE Financial Advisors provides investment advisory services to individuals, families, and other clients. Services include comprehensive portfolio management, financial consulting, pension consulting, portfolio monitoring, and an automated investment platform. CORE Financial works with clients to understand their financial situation, goals, and risk tolerance to propose an investment approach.
Fee Structure
CORE Financial Advisors offers investment management through Comprehensive Portfolio Management and Institutional Intelligent Portfolios. The maximum fee for Comprehensive Portfolio Management is 1.50% of assets managed. The maximum fee for Institutional Intelligent Portfolios is 1.00% of assets managed. Fees are billed quarterly in advance and are negotiable.