CORE Advisory Group is a registered investment advisor offering asset management, retirement planning, and financial planning services. CORE provides discretionary asset management services on a wrap or non-wrap fee basis. CORE's business model includes a network of investment advisory representatives in separate offices. CORE also offers financial planning services, hourly consulting, and coaching services.
Fee Structure
CORE Advisory Group offers investment management services for a fee based on a percentage of your portfolio. The maximum annual fee is 2.0%, but the specific rate is negotiable. CORE also offers a wrap fee program where all transaction costs are included in a single annual fee. Clients may also invest in third-party managed accounts, which may have their own fees. CORE advisors may utilize model portfolios created by CORE's Chief Investment Officer. CORE also offers CIO managed portfolio services for clients requiring more portfolio customization.