Cornerstone Financial Group offers investment advice and financial planning to individuals and other clients. They create tailored investment portfolios and provide financial planning services covering retirement, estate, tax, and education planning. Cornerstone also offers retirement plan consulting services to employer plan sponsors.
Assets Under Management$220M
Clients579
Advisors5
Avg. per Client$380K
Avg. per Advisor$44M
www.cfgwi.com ·www.facebook.com/cornerstonefinancialgroupllc ·www.linkedin.com/in/cornerstonefinancialgroup
Fee Structure
Cornerstone Financial Group charges a maximum of 1.13% annually for investment management. The exact fee will be outlined in your advisory agreement. Fees are deducted from your account quarterly, in advance, based on the average daily value of your account from the previous quarter. Fees are negotiable.
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