CORE Wealth Advisors offers financial planning, wealth management, and tax planning services. They work with clients to understand their financial situation and goals, then develop a financial outline and investment plan. They manage investment portfolios on a discretionary basis, and may recommend separate account managers. They also offer tax planning and preparation services.
Assets Under Management$570M
Clients490
Advisors9
Avg. per Client$1.2M
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
CORE Wealth Advisors may, at their discretion, make exceptions to the standard fee or negotiate special fee arrangements where they deem appropriate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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