Corners Financial Planning offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. They also provide financial planning consulting services such as risk assessment, investment planning, and estate planning. Corners offers both discretionary and non-discretionary investment advisory services. They may recommend a sub-advisor to manage client assets, with Corners responsible for supervision.
Assets Under Management$2.4M
Clients23
Advisors1
Avg. per Client$110K
Avg. per Advisor$2.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
An annualized asset‐based fee of 0.25% will be charged to your account by the sub-advisor, and this is separate from our fees as stated above in the Fee Schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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