Cornerstone Planning Group manages investment portfolios and provides financial planning services. The firm develops a personal investment policy for each client based on their goals and risk tolerance. Cornerstone Planning Group uses low-cost mutual funds and ETFs following a passive asset class investment philosophy. The firm also offers financial planning services covering areas like net worth, cash flow, insurance, retirement, college, estate, and tax planning.
Fee Structure
Cornerstone Planning Group manages investment portfolios for a fee ranging from 0.50% to 1.35% per year. The exact fee depends on the complexity and risk profile of your portfolio, the number of accounts in your household, the amount of assets managed, and your relationship with the firm. Fees are calculated monthly based on the average daily balance of your account and are paid in arrears.