Core Planning
Assets Under Management
$121.5M
Number of Clients
359
Number of Advisors
49
Average Client AUM
$338K
AUM per Advisor
$2.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Core Planning, LLC is a fee-only investment advisor offering financial planning and wealth management services, including asset management on both discretionary and non-discretionary bases. They also provide financial planning and consulting services, either as a one-time plan or ongoing. They also offer ERISA plan services.
Fee Structure
Minimum Investment:None
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
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Location
706 N Main St, Ofallon, MO, 63366
49 Advisors at this firm
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