Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
We have a $1,500 minimum quarterly fee requirement, which may be waived or reduced if we feel circumstances are warranted.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management. For example, a $2,600,000 account would have a blended annual fee of 1.039%. There is a $1,500 minimum quarterly fee, which may be waived. Comprehensive financial planning is offered at an hourly rate not to exceed $350, with a maximum fixed fee not to exceed $10,000 for the initial engagement. Targeted planning is billed at an hourly rate not to exceed $350, with a minimum of two hours. Sub-advisory fees are charged in addition to the firm's advisory fee.
Areas of Practice
Advisor Information
Office location
4600 Military Trail, Suite 215, Jupiter, FL, 33458
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Jacquelyn Adler GoldstickRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Core Wealth Management, INC.
Previous Registrations
Family First Financial Planning
March Capital CORP.
State Registrations1 state
Exams
Additional Information
Prior to joining Core Wealth Management, Jackie managed the Palm Beach Gardens office of Family First Financial Planning, a fee-only financial planning firm. She also helped establish a wealth management services group at a prestigious regional investment firm located in Chicago, Illinois. She provided comprehensive financial planning services, including retirement planning, asset allocation and investment analysis, tax planning, education funding, estate planning and cash flow planning for the firm’s high net worth clients and prospects. Jackie began her financial planning career at a family office, helping to manage and oversee several hundred million dollars in assets across four generations of family members. Additional experience includes several years in commercial and investment banking and a short time as an auditor at a public accounting firm.