Core Wealth Partners offers investment advice and financial planning to individuals, trusts, and small businesses. Core Wealth uses a tactical investment approach, adjusting allocations based on market conditions, but also manages buy and hold stock portfolios. They also use private investments like hedge funds and real estate funds. Financial planning services include reviewing retirement, college, and insurance needs.
Assets Under Management$390M
Clients385
Advisors5
Avg. per Client$1M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Clients will also pay fees to subadvisors, generally ranging from 0.50% to 2%. The combined fee paid to Core Wealth and the subadvisor(s) will not exceed 3% of the assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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