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
Waco, TX
Get directionsRegulatory 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.
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Danny works full-time as a Communications/SCADA Engineer for Brazos Electric Power Cooperative since 2011. He dedicates nearly full-time hours to this outside business activity during securities trading hours.