CFP
CFP
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
233 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$336.0M
Fee Structure
Minimum Investment:$750K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.60% |
| $4M+ | 0.30% |
Certain existing clients may be billed under a different fee schedule. For Investment portfolios that fall below $750,000 the fee will be negotiated but in no event will it exceed 2.75% on an annualized basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$7,500
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Contact
Christina Clara Traurig
Location
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH, 03801
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cornerstone Financial Planning, LLC
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Winebrenner Capital Management LLC
November 2015 - May 2017 · 1 yr 6 mos
State Registrations3 states
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Advisor
Exams
No exam information available for this advisor.
Additional Information
Christina graduated Summa Cum Laude from Northern Kentucky University with a Bachelor of Science in Finance. She also holds a Master of Business Administration (MBA) from the University of Louisville.
Contact
Christina Clara Traurig