CC
CFP
CC
CFP

Carmine Corino

22 Years of Experience
Fairfield, NJ
Sells Insurance

Carmine Corino is a CFP-designated registered investment advisor at Cornerstone Planning Group, based in Fairfield, NJ, with 22 years of industry experience. Carmine 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,093 clients
Average Client Portfolio
$595K average
Assets Under Management
$650.0M

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.

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Location

350 Passaic Avenue, Suite 201, Fairfield, NJ, 07004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Carmine is appointed with various outside insurance carriers to solicit life, health, and disability insurance under Cornerstone Planning Group, LLC. He also engages in business consulting and owns a portion of a restaurant, dedicating minimal time to each.

Employment History
Current Registrations
Cornerstone Planning Group
May 2020 - Present · 5 yrs 11 mos
Previous Registrations
Eagle Strategies LLC
May 2005 - May 2020 · 15 yrs
Nylife Securities LLCBroker
June 2003 - May 2020 · 16 yrs 11 mos
State Registrations2 states
NJTX
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.