Todd Schanel is a CFA, CFP-designated registered investment advisor at Core Wealth Management, INC., based in Jupiter, FL, with 20 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 291 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable and may vary based on account size, complexity, relationship status, and legacy agreements. A $1,500 minimum quarterly fee applies, which may be waived.
Fee Estimator
Location
4600 Military Trail, Suite 215, Jupiter, FL, 33458
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Regulatory 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 →Other Business Activities
Todd is a managing member of Horizon Investment Partners, LLC, which owns and manages a property, dedicating minimal time to it. He is also a Director and CPA of Schanel & Associates, PA, an accounting firm, spending about a quarter to half of his time on this.
Employment History
Current Registrations
Core Wealth Management, INC.
Previous Registrations
Sagepoint Financial, INC.
American General Securities Incorporated
State Registrations1 state
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