Core Financial

Core Financial Partners, Inc., operating as Core Financial, is a registered investment adviser based in El Segundo, CA. Established in 2005, the firm offers asset management services through its Asset Management Wrap Fee Program. Clients' portfolios are tailored to their investment objectives, financial goals, and risk tolerance, incorporating various investment options such as ETFs, mutual funds, private equity funds, and alternative investments. The firm charges an annual percentage fee based on assets under management, with fees ranging from 1.00% to 0.60% depending on the account size. Core Financial acts as a portfolio manager for the wrap fee program, providing continuous account supervision and regular rebalancing. Clients have the opportunity to place restrictions on individual investments within their portfolios. The firm discloses potential conflicts of interest, including compensation received from affiliated entities managing private funds. Clients must maintain a minimum account balance of $500,000 for asset management services. Core Financial emphasizes compliance with SEC regulations and has a Code of Ethics in place to ensure fiduciary responsibilities are met. The firm does not accept proxy authority to vote client securities and provides regular account reviews and reports to clients. Core Financial does not solicit prepayment of fees exceeding $1,200 per client in advance.