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Barjes Angulo

Cornerstone Planning Group
26 Years of Experience
Weston, FL
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Barjes Angulo is a registered investment advisor at Cornerstone Planning Group, based in Weston, FL, with 26 years of industry experience. Barjes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,251 clients with $950M in assets under management.

Cornerstone Planning Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,251 clients
Average Client Portfolio
$761K average
Assets Under Management
$951.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.35%

Standard advisory fee ranges from 0.50% to 1.35% based on portfolio complexity, risk profile, number of household accounts, and total assets managed. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1555 Bonaventure Blvd #1018, Weston, FL, 33326

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
February 2018
Judgment / Lien
January 2018
Judgment / Lien
July 2017
Judgment / Lien
June 2017
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Barjes operates under the DBA name of Angulo Strategies LLC to sell New York Life products and services, as well as brokering non-registered insurance products. Barjes is the owner of this investment-related business.

Employment History
Current Registrations
Cornerstone Planning Group
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Cornerstone Planning Group
June 2022 - June 2022 · 0 mos
Eagle Strategies LLC
June 2012 - June 2022 · 10 yrs
Nylife Securities LLCBroker
July 2006 - June 2022 · 15 yrs 11 mos
Citicorp Investment ServicesBroker
January 2006 - March 2006 · 2 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2004 - January 2006 · 1 yr 8 mos
National Planning CorporationBroker
April 2004 - January 2006 · 1 yr 9 mos
AXA Advisors, LLC
July 2002 - April 2004 · 1 yr 9 mos
AXA Advisors, LLCBroker
December 2000 - April 2004 · 3 yrs 4 mos
Citicorp Investment ServicesBroker
January 2000 - December 2000 · 11 mos
State Registrations2 states
FLNJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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