Cornerstone Financial Planning, INC.
Assets Under Management
$41.0M
Number of Clients
98
Number of Advisors
1
Avg. Portfolio per Client
$418K
Avg. Managed per Advisor
$41.0M
Compensation
Commission-BasedFee-Only (% of Portfolio)
About This Firm
Cornerstone Financial Planning (CFPI) provides financial planning and investment advisory services to individuals and high-net-worth individuals. CFPI offers investment recommendations based on asset allocation models to create diversified portfolios. CFPI also provides financial planning services, including retirement planning, cash flow projections, and estate planning. CFPI may also provide income tax preparation services.
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.90% |
| $1.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Location
5601 West Grande Market Drive, Suite E, Appleton, WI, 54913