Core Wealth Management, Inc.

Core Wealth Management, Inc. is a fee-only, SEC registered investment advisor firm based in Jupiter, Florida. Established on an unspecified date, the firm specializes in offering financial management services to help clients achieve financial security and independence. As a fiduciary, Core Wealth Management acts in the best interests of clients, providing services such as portfolio management and financial planning. The firm's assets under management totaled $345,478,379 as of December 31, 2024, with a minimum quarterly portfolio management fee of $1,500. Core Wealth Management's investment strategies are based on Modern Portfolio Theory and asset allocation principles, aiming to balance risk and return for clients. The firm utilizes Charles Schwab & Company, Inc. as its custodian and does not charge performance-based fees. Clients have investment discretion, allowing the firm to buy and sell securities on their behalf. Core Wealth Management does not vote client proxies and does not receive referral compensation. The firm's financial planning fees are based on the complexity of the services provided, with comprehensive planning fees not exceeding $10,000. Additionally, the firm discloses potential conflicts of interest related to affiliated accounting activities and retirement rollover compensation.