Cornerstone Planning provides investment advice and financial planning services, emphasizing portfolio analysis, design, and management. They help clients build and preserve wealth through personalized plans. Services include comprehensive financial planning, hourly financial planning, consultations, and ongoing financial planning retainers. Cornerstone Planning manages accounts on both a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 0.95% |
Fees are annual. For clients where Cornerstone Planning employs AE Wealth Management for investment management services, fees are charged monthly in arrears, based on the monthly average daily balance of the account. Advisory fees and account minimums may be negotiable based upon prior relationships as well as related account holdings.