Sara Kantor is a CFP-designated registered investment advisor at Cornerstone Wealth Advisors, INC., based in Edina, MN, with 8 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 337 clients with $610M 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 - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable and decline across thresholds from 1.00% down to 0.25%. Some legacy clients may be on a higher fee schedule. The firm also offers a retirement planning service tier with lower AUM fees (0.40% down to 0.10%) combined with a fixed planning fee of $3,000 to $40,000.
Fee Estimator
Location
3300 Edinborough Way, Suite 450, Edina, MN, 55435
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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 Activities
Sara is the Vice President, Assistant Treasurer, and Secretary of The Kantor Group, Inc., a brand strategy and graphic design company owned by her husband. She spends minimal time working with the bookkeeper regarding company finances.
Employment History
Current Registrations
Cornerstone Wealth Advisors, INC.
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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