Michael Bozzone
Michael Bozzone is a CFP, ChFC-designated registered investment advisor at Cornerstone Planning Group, based in Fairfeild, NJ, with 19 years of industry experience. Michael 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
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
Location
297 Passaic Avenue, Suite 2, Fairfeild, NJ, 07004
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, since 2019. This requires minimal time each month.
Employment History
Current Registrations
Cornerstone Planning Group
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Carey Financial, LLCBroker
Hightower Securities, LLCBroker
Cohen & Steers Securities, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Stephen M. Ferretti, INC.Broker
State Registrations1 state
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.