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 $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Core Planning charges a maximum annual asset management fee of 1.10%, negotiable based on factors like the money manager selected and asset value. For example, the effective annual rate for a client with $1,500,000 AUM would be 0.98%. They also offer ongoing financial planning for a fixed fee not to exceed $1,200 per month, and hourly project financial planning at a maximum of $250 per hour, both negotiable based on complexity. There is no stated minimum to open an account, but some third-party money managers may have minimums.
Areas of Practice
Advisor Information
Office location
Missoula, MT
Get directionsRegulatory History
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