Cornerstone Wealth Planning offers investment management and financial planning services. The firm uses a team approach to client service. They offer wrap fee programs through LPL Financial, where advisory fees and transaction costs are bundled into a single fee. They also provide financial planning for families, individuals, and businesses, covering retirement, college, insurance, estate, cash flow, wealth accumulation, and tax planning.
Fee Structure
Cornerstone Wealth Planning's investment management fees are negotiated and paid quarterly in advance, based on the value of your portfolio. Fees will generally not exceed 1.5%. The fee covers advisory services and transaction costs, but not the expenses charged by the mutual funds or ETFs in your portfolio.