Matthew Francesco
Matthew Francesco is a registered investment advisor at Cornerstone Planning Group, based in Johnstown, PA, with 21 years of industry experience. Matthew 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
Johnstown, PA
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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
Matthew is an independent insurance agent selling various insurance products, dedicating about a quarter of his time to this activity. He also owns DiFrancesco Financial Concierge, LLC, providing business and life coaching services, which also takes about a quarter of his time. Additionally, Matthew is a board member of the Greater Johnstown Tennis Association, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Cornerstone Planning Group
Previous Registrations
Highlift Financial
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
UBS Financial Services 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.
Exams
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