Why Choose Us as Your Financial Advisor
Your dreams are not out of reach, let us help you get there.
You realize that you have the potential to build wealth, but don’t know how to get there and which steps to take. You’ve realized you need help to grow your money into something more, like early retirement, a trip around the world, or leaving a legacy for your family. These dreams are big and they require care and expertise. That’s where we come in.
Trust
At CORE Wealth Advisors, we understand trust is not given, it's earned. That's why we believe in developing a deep and trusting relationship with each of our clients. We would not hand our money over to just anyone, and would expect nothing less from you. As Registered Investment Advisors we have a fiduciary obligation to always place your interest above everything else.
honesty
We are transparent through each step of our process, from the initial consultation to our final presentation and beyond as we continuously strengthen our relationship based on the pinnacle aspect of trust.
Personal
We’re not some faceless corporation. We are active members of the Indianapolis, Zionsville, and Carmel communities and serve to act as your guide through the world of wealth management. Your situation is unique, and we are committed to fully understanding your dreams and financial goals to make a plan for you. Our limited number of clients allows us to dedicate the necessary time to understand your passions, values, and motivations. Unlike other firms that have hundreds of clients, we limit the number of clients to 60-70 for each advisor in order to assure strong and long-lasting relationships with each family.
Expertise
Each Managing Member has over 25 years of experience in financial planning, investing, and building wealth. We are able to create a highly customized financial plan based on your goals, risk tolerance and time frame. As investors ourselves, we have experienced many bull and bear markets. The knowledge we have gained through the decades of investing has been instrumental in helping successfully guide our clients through the uncertainties in the marketplace.
Our CORE Process
You can start building wealth with us in just 3 easy steps:
Step 1: Initial Consultation
We get acquainted with each other and make sure our investment philosophies align.
Step 2: Discovery Session
We become familiar with your current financial state, expenses, income, risk tolerance, and financial goals.
Step 3: Final Presentation
We present our formal recommendation and discuss next steps.
Cost of Doing Business
CORE Accumulation Advisory Fee*
on account assets | annual |
|---|---|
up to $1,000,000 | 1.00% annual (0.250% per quarter) |
from $1,000,001 to $1,500,000 | 0.95% annual (0.2375% per quarter) |
$1,500,001 to $2,000,000 | 0.85% annual (0.2125% per quarter) |
$2,000,001 to $2,500,000 | 0.80% annual (0.200% per quarter) |
$2,500,001 to $3,000,000 | 0.75% annual (0.1875% per quarter) |
$3,000,001 to $5,000,000 | 0.65% annual (0.1625% per quarter) |
over $5,000,001 | Negotiable |
*For purposes of clarity, it is not a tiered fee schedule and thus by way of example, if a client has $1.6 million under management, the annual fee will be 0.85%
**Minimum Annual Advisory Fee: $500.00
CORE Preservation Advisory Fee*
on account assets | annual |
|---|---|
up to $1,000,000 | 0.375% annual (0.09375% per quarter) |
$1,000,001 to $3,000,000 | 0.25% annual(0.0625% per quarter) |
on account assets over $3,000,001 | Negotiable |
*For purposes of clarity, it is not a tiered schedule and thus by way of example, if a client has $1.5 million under management, the annual fee will be 0.25%
**Minimum Annual Advisory Fee: $500.00
The method used by CORE Wealth Advisors is the actual average daily balance method, which is calculated by adding the ending daily balance for each calendar day of the quarter and dividing by 90 days each quarter. Fees will be withdrawn from the client's account in arrears. The client may be given the option to have their advisory fees invoiced.
Our CORE Accumulation model primarily utilizes Exchange Traded Funds (ETFs) and is intended for those clients with a primary goal of growing their assets.
Our CORE Preservation model primarily utilizes Individual Fixed Income and is intended for those seeking to maintain capital and generate income.
Achieve your financial goals with a step-by-step plan of strategy and execution.
It all starts with a no-commitment free consultation. Isn't it time your dreams became a financial reality?