CORE FINANCIAL
El Segundo, California
5.0
1 Review
Core Financial is a small investment advisory firm based out of El Segundo, CA, with two offices. With a team of six dedicated professionals, three of whom specialize in investment advisory services, Core Financial caters to a diverse range of clients. With an average of $76,710,000 in assets under management per investment advisor, their performance aligns with industry standards. Core Financial's compensation structure is flexible, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. While their portfolio consists of less than 30% in 401K and individual accounts, the fi...
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Assets Under Mgmt

$230.12M

Investment Professionals

3

Locations

1

% 401K & Individual

7%

% Discretionary

36%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
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