CORE Wealth Advisors is a registered investment advisor based in Lakeland, Florida, that offers comprehensive wealth management, financial planning, and tax planning services. Founded in 2013, CORE Wealth Advisors focuses on designing personalized investment portfolios, managing assets without requiring prior client consultation for each trade, and helping clients navigate retirement, estate planning, and tax strategies. The firm primarily invests client funds in exchange-traded funds, individual bonds, and mutual funds tailored to each client's financial profile and goals. In addition to core portfolio management, CORE Wealth Advisors coordinates with specialized trust companies and provides standalone financial planning and tax preparation services on an hourly or project basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fee of 1.50% of assets under management. Fees may be negotiated or exceptions made at the firm's discretion.