Cornerstone Financial Planning offers personalized investment management and financial planning services, primarily using mutual funds and exchange traded funds. The firm helps clients with retirement planning, tax strategies, cash flow management, insurance advice, estate planning, and education funding. Cornerstone Financial Planning builds customized portfolios through asset allocation and diversification, and can manage investments on either a discretionary or non-discretionary basis. In addition to ongoing portfolio management, the firm provides hourly consulting services for specific financial planning needs and assistance with divorce-related financial matters.
Assets Under Management$400M
Clients247
Advisors7
Avg. per Client$1.6M
Avg. per Advisor$57M
www.cornerstoneplanning.com ·www.linkedin.com/company/cornerstone-financial-... ·www.facebook.com/cornerstoneplanning
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.60% |
| $4M+ | 0.30% |
Minimum annual fee of $7,500 applies. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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