Robert Corey
Robert Corey is a CFP-designated registered investment advisor at Stewardship Financial Plainning, LLC, based in Readfield, ME, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 42 clients with $56M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Stewardship Financial Planning requires clients to use retainer services annually, with fees billed quarterly. The annual retainer fee is based on a combination of factors: 0.5% of the client's investment portfolio, estimated time for financial planning at $250/hour, and tax preparation fees. The percentage of the investment portfolio decreases for portfolios over $1 million, and the annual retainer fee is capped at $14,000.
Location
Readfield, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stewardship Financial Plainning, LLC
State Registrations1 state
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