Core Wealth Management offers investment management and financial planning services. Investment management includes portfolio design, implementation, and ongoing maintenance. Financial planning covers retirement, savings, investment policy, mortgage analysis, social security optimization, insurance needs, estate plan review, and education funding. CWM may use third-party sub-advisers within a Unified Managed Account (UMA) structure.
Assets Under Management$400M
Clients291
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,500
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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