ProCore Advisors offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Services include portfolio management, investment consulting, and financial planning covering areas like retirement, estate, and college planning. ProCore Advisors also offers Quickvest, an online investment platform for clients seeking a low-cost, automated solution.
Assets Under Management$140M
Clients231
Advisors3
Avg. per Client$620K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are generally negotiable. Quickvest automated advisory services have a maximum fee of 0.25% charged by a third-party money manager.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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