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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 329 clients with $530M 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% |
Some legacy clients may be charged on a higher fee schedule. For clients under 40, they may charge an annual retainer fee not exceeding 1.00% of income, capped at $15,000. For retirement planning clients, there is a fixed dollar amount between $3,000 and $40,000 for the planning portion, plus an asset-based fee ranging from 0.40% on the first $1,000,000 and declining above various thresholds to 0.10% on assets over $10,000,000.
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.
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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
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