Five Corners Financial Services offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. Investment management involves creating a portfolio strategy using exchange-traded funds and mutual funds. Financial planning covers areas like retirement, education savings, and charitable giving. Five Corners may refer clients to other specialists like accountants or attorneys.
Assets Under Management$290M
Clients290
Advisors2
Avg. per Client$1M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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