Cornerstone Financial Planning, LLC
Assets Under Management
$336.0M
Number of Clients
233
Number of Advisors
5
Average Client AUM
$1.4M
AUM per Advisor
$67.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cornerstone Financial Planning, LLC is a registered investment adviser based in Portsmouth, NH. They offer personalized financial planning and investment management services, selection of other advisers, and hourly consulting. Services are tailored to individual client needs based on their goals, financial condition, and risk profile. They offer both discretionary and non-discretionary portfolio management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.60% |
| $4M+ | 0.30% |
Certain existing clients may be billed under a different fee schedule. For Investment portfolios that fall below $750,000 the fee will be negotiated but in no event will it exceed 2.75% on an annualized basis.
Fee Estimator
Areas of Practice
Location
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH, 03801
