Daniel Huffman is a ChFC-designated registered investment advisor at Cornerstone Financial Planning, based in Other, with 3 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 24 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cornerstone Financial Planning offers investment management for a flat annual fee, not to exceed 3% of your portfolio. A minimum investment of $100,000 is required for this service, and accounts over $2,000,000 must become Wealth Management clients. The annual fee ranges from $2,000 to $7,000, billed quarterly.
- $100,000 - $500,000: $2,000 per year
- $500,001 - $1,000,000: $3,000 per year
- $1,000,001 - $2,000,000: $5,000 per year
These fees are negotiable.
Location
Other
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a Major and Physical Therapist in the US Army Reserves, dedicating full-time hours to this role. He also works as a real estate investor, spending a few hours per week on this activity.
Employment History
Current Registrations
Cornerstone Financial Planning
State Registrations3 states
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