Allison Cerven is a CFP-designated registered investment advisor at Cornerstone Financial Group,llc, based in Stanton, IA, with 12 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 349 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
Fees are negotiable in certain circumstances based on individual needs, asset size, and complexity of the relationship. Family member accounts sharing the same address are grouped together for breakpoint calculations.
Fee Estimator
Location
Stanton, IA
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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 →Employment History
Current Registrations
Cornerstone Financial Group,llc
Previous Registrations
Callahan Financial Planning
Callahan Financial Planning Company
State Registrations2 states
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