Cornerstone Planning Group is a registered investment advisor founded in 2007 by Carmine Corino, operating out of Fairfield, New Jersey. The firm provides personalized investment management and financial planning services tailored to individual client goals, risk tolerances, and tax considerations. Cornerstone Planning Group relies primarily on fundamental analysis and passive investing strategies, utilizing low-cost mutual funds and exchange-traded funds to construct diversified portfolios. In addition to traditional portfolio management, the firm offers specialized investment management for employer retirement accounts held away from their primary custodian, utilizing a third-party platform. Cornerstone Planning Group operates as an independent firm, legally required to act in your best interest, and does not accept sales commissions or referral fees from third parties.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Standard advisory fee ranges from 0.50% to 1.35% based on portfolio complexity, risk profile, number of household accounts, and total assets managed. Fees are negotiable.