Barjes Angulo
Barjes Angulo is a registered investment advisor at Cornerstone Planning Group, based in Weston, FL, with 25 years of industry experience. Barjes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,093 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cornerstone Planning Group manages investment portfolios for a fee ranging from 0.50% to 1.35% per year. The exact fee depends on the complexity and risk profile of your portfolio, the number of accounts in your household, the amount of assets managed, and your relationship with the firm. Fees are calculated monthly based on the average daily balance of your account and are paid in arrears.
Location
1555 Bonaventure Blvd #1018, Weston, FL, 33326
Get directionsHistory
Regulatory History (4)
Judgment / Lien
February 2018Judgment / Lien
January 2018Judgment / Lien
July 2017Judgment / Lien
June 2017Other 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
Previous Registrations
Cornerstone Planning Group
Eagle Strategies LLC
Nylife Securities LLCBroker
Citicorp Investment ServicesBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Citicorp Investment ServicesBroker
State Registrations2 states
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.