Derek Bonneau is a registered investment advisor at Cornerstone Financial Planning, LLC, based in Portsmouth, NH. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 233 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.60% |
| $4M+ | 0.30% |
Certain existing clients may be billed under a different fee schedule. For Investment portfolios that fall below $750,000 the fee will be negotiated but in no event will it exceed 2.75% on an annualized basis.
Fee Estimator
Location
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH, 03801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cornerstone Financial Planning, LLC
State Registrations3 states
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.