Cornerstone Financial Planning (CFiP) provides wealth management, investment management, and financial planning services to individuals and high-net-worth individuals. CFiP offers wealth management services that include both financial planning and investment management for a single flat annual fee. They also offer ongoing financial planning services for a flat annual fee. CFiP may recommend third-party professionals but does not receive compensation from them.
Fee Structure
Cornerstone Financial Planning offers investment management for a flat annual fee, not to exceed 3% of your portfolio. A minimum investment of $100,000 is required for this service, and accounts over $2,000,000 must become Wealth Management clients. The annual fee ranges from $2,000 to $7,000, billed quarterly.
- $100,000 - $500,000: $2,000 per year
- $500,001 - $1,000,000: $3,000 per year
- $1,000,001 - $2,000,000: $5,000 per year
These fees are negotiable.