| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are generally negotiable.
57 E. Hattendorf Ave, Suite160, Roselle, IL, 60172
Get directionsMarty is a Registered Representative of Brooklight Place Securities and President of Cornerstone Financial Group, an insurance brokerage. He is also an Agency Principal at Cornerstone Financial Group, focusing on general insurance sales and oversight, dedicating minimal time to this role.