Core Wealth Management, INC.
Assets Under Management
$345.5M
Number of Clients
276
Number of Advisors
4
Average Client AUM
$1.3M
AUM per Advisor
$86.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Core Wealth Management, Inc. offers a range of financial management services, including portfolio management and financial planning. Portfolio management includes design, implementation, rebalancing, and tax management. Financial planning covers retirement, savings, investment policy, mortgage analysis, social security optimization, insurance, estate planning, and education funding. They may use third-party sub-advisers within a UMA structure.
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. The firm has a $1,500 minimum quarterly fee, which may be waived. Financial planning is offered on an hourly basis, not to exceed $350/hour, 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
Location
4600 Military Trail, Suite 215, Jupiter, FL, 33458
