Charles Foss is a registered investment advisor at Core Wealth Advisors, INC., based in Lakeland, FL, with 22 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 490 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
CORE Wealth Advisors may, at their discretion, make exceptions to the standard fee or negotiate special fee arrangements where they deem appropriate.
Fee Estimator
Location
124 South Florida Avenue, 4th Floor, Lakeland, FL, 33801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a fractional ownership partner in CORE Wealth Aviation, an aircraft holding company, and a member of Forefront Group, Inc., a restaurant ownership group, dedicating minimal time to each. He also owns 100% of CORE Wealth Accountants, LLC, a tax preparation and consulting firm, spending a few hours per week on this.
Employment History
Current Registrations
Core Wealth Advisors, INC.
Previous Registrations
Calton & Associates, INC.
Wall Foss Advisors, INC.
State Registrations2 states
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