Cornerstone Financial Planning offers personalized financial planning and investment management services. They review your financial situation, goals, and risk tolerance to determine the best course of action. Services include preparing financial statements, creating investment policy statements, implementing investment recommendations, and providing advice on taxes, insurance, estate planning, retirement, and education. They also offer hourly consulting services for specific financial planning needs.
Assets Under Management$340M
Clients233
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$56M
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Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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