Matthew Francesco
Matthew Francesco is a registered investment advisor at Cornerstone Planning Group, based in Johnstown, PA, with 20 years of industry experience. Matthew 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
Johnstown, PA
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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
Matthew is an independent insurance agent selling various insurance products, dedicating about a quarter of his time to this activity. He also owns DiFrancesco Financial Concierge, LLC, providing business and life coaching services, which also takes about a quarter of his time. Additionally, Matthew is a board member of the Greater Johnstown Tennis Association, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Cornerstone Planning Group
Previous Registrations
Highlift Financial
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
UBS Financial Services 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.