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Carmine Coppola

Cornerstone Planning Group
11 Years of Experience
Fairfield, NJ
Sells Insurance
View SEC Summary
View SEC Summary

Carmine Coppola is a registered investment advisor at Cornerstone Planning Group, based in Fairfield, NJ, with 11 years of industry experience. Carmine 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.

Cornerstone Planning Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,251 clients
Average Client Portfolio
$761K average
Assets Under Management
$951.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.35%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

350 Passaic Avenue, Suite 201, Fairfield, NJ, 07004

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History

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.

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Other Business ActivitiesSells Insurance

Carmine is involved in insurance brokering with outside carriers, dedicating a few hours per week. He also operates under the DBA name Strata Capital Group, LLC, selling life products and brokering non-registered insurance products since 2018.

Employment History
Current Registrations
Cornerstone Planning Group
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Eagle Strategies LLC
September 2017 - September 2022 · 5 yrs
Nylife Securities LLCBroker
August 2017 - September 2022 · 5 yrs 1 mo
MML Investors Services, LLCBroker
March 2017 - July 2017 · 4 mos
MML Investors Services, LLC
March 2017 - July 2017 · 4 mos
Msi Financial Services, INC.
March 2016 - March 2017 · 1 yr
Msi Financial Services, INC.Broker
September 2015 - March 2017 · 1 yr 6 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
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