Olivia Plagge is a CFP-designated registered investment advisor at Cornerstone Wealth Advisors, INC., based in Edina, MN, with 3 years of industry experience. Olivia 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 →Employment History
Current Registrations
Cornerstone Wealth Advisors, INC.
State Registrations1 state
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Exams
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