Cornerstone Financial Planning, Inc. (CFPI) offers financial planning and investment advisory services to individuals and high-net-worth individuals. CFPI provides investment recommendations based on asset allocation models to create diversified portfolios. CFPI also offers financial planning services, including retirement planning, cash flow projections, and estate planning. CFPI may also provide income tax preparation services.
Assets Under Management$43M
Clients101
Advisors1
Avg. per Client$420K
Avg. per Advisor$43M
www.cornerstoneria.com ·www.linkedin.com/in/john-wolf-531aa412b ·www.facebook.com/profile.php?id=100066664723729
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.90% |
| $1.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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