Spencer Schwarting is a CFP-designated registered investment advisor at Cornerstone Financial Group,llc, based in Omaha, NE, with 10 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 327 clients with $250M 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 and may vary based on the individual needs of the client, the amount of assets under management, the complexity of the client’s situation and the relationship between the client and the advisor.
Fee Estimator
Location
11225 Davenport Street, Suite 102, Omaha, NE, 68154
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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 Company
Securian Financial Services, INC.
State Registrations5 states
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