Cornbelt Financial offers investment management with the ability to make trades without asking first, and financial planning services to help clients reach their financial goals. Financial planning includes retirement planning, tax planning, and insurance analysis. Cornbelt Financial also offers educational seminars. Adam Christopher Carr, is also a tax preparer, business valuations analyst, and licensed insurance agent.
Assets Under Management$1.8M
Clients13
Advisors2
Avg. per Client$140K
Avg. per Advisor$880K
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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