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 is a fee-only SEC registered investment advisor offering portfolio management, financial planning, and company retirement plan consulting. They focus on understanding client values and goals to develop tailored solutions. 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$6,000
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEstate Planning
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Location
4600 Military Trail, Suite 215, Jupiter, FL, 33458
