Core Wealth Management is a fee-only financial advisor.
Our goal is to minimize conflicts of interest and provide added assurance that we work exclusively for you.
- We are compensated solely by you, the client, in the form of flat fees, hourly fees or a percentage of your assets under management.
- We do not accept any third-party sources of compensation such as commissions or other incentives from product providers.
- We are committed to managing all costs and making sure that they are clearly laid out and transparent.
Fee-Only Advisors, like Core Wealth Management, ONLY receive compensation from you, the client. No commissions. No kickbacks. No incentives.
Fee-Based Advisors may charge you fees but may also collect commissions or other forms of compensation from an outside third-party.
Fee-Only Advisors, like Core Wealth Management, have a fiduciary duty to their clients – always putting the client first, making recommendations solely in the client’s best interest.
Fee-Based Advisors must only meet an ambiguous standard of being suitable (not grossly inappropriate).
As a Fee-Only Advisor, our loyalties belong to you, our interests are aligned with yours and our fiduciary objective is to help you achieve your financial goals.
we strongly believe that no one, no matter what your level of income or net worth, should settle for advice that is merely suitable.
At Core Wealth Management, our goal is to minimize conflicts of interest and offer added assurance that we work exclusively for you through our fee-only fee structure and our commitment as a fiduciary advisor.
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