Irene Stolte
Irene Stolte is a registered investment advisor at Cornerstone Planning Group, based in Somerville, NJ, with 24 years of industry experience. Irene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,093 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
21 Maple Street, Somerville, NJ, 08876
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Irene operates under the DBA name Horizon Wealth Strategies, LLC to sell New York Life products and broker non-registered insurance products. She also teaches courses at Rutherford Adult School and is involved with industry and non-profit organizations, dedicating a few hours per week to each.
Employment History
Current Registrations
Cornerstone Planning Group
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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