Assets Under Management
$1.8M
Number of Clients
13
Number of Advisors
2
Average Client AUM
$135K
AUM per Advisor
$880K
Compensation
Fee-Only (AUM)Fixed/Hourly
Cornbelt Financial, LLC provides portfolio management with discretionary authority, financial planning services, and educational seminars. They focus on tax efficiency and proper asset allocation. They also offer tax preparation, bookkeeping, and business valuation services through related parties.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees may be negotiable.
44 Cook Street Suite 100, Denver, CO, 80206