Jonathon Fernandez-Rubio is a CFP-designated registered investment advisor at Core Wealth Management, INC., based in Jupiter, FL, with 3 years of industry experience. Jonathon 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
Get directionsHistory
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 →Employment History
Current Registrations
Core Wealth Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.