Core Partners provides financial planning, investment management, and retirement plan services. Financial planning covers personal finances, taxes, investments, insurance, retirement, college funding, and estate planning. Investment management is offered through third-party institutional investment managers. Core Partners also offers business consulting services.
Assets Under Management$44M
Clients254
Advisors3
Avg. per Client$170K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees are negotiable and discounts may be offered to family members, friends, or associated persons of Core Partners.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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