Michael Bozzone
Michael Bozzone is a CFP, ChFC-designated registered investment advisor at Cornerstone Planning Group, based in Fairfeild, NJ, with 19 years of industry experience. Michael 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
297 Passaic Avenue, Suite 2, Fairfeild, NJ, 07004
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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
Michael works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, since 2019. This requires minimal time each month.
Employment History
Current Registrations
Cornerstone Planning Group
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Carey Financial, LLCBroker
Hightower Securities, LLCBroker
Cohen & Steers Securities, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Stephen M. Ferretti, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.