About CORNERSTONE FINANCIAL PLANNING, LLC
CORNERSTONE FINANCIAL PLANNING, LLC is a full-service financial planning firm that has been in business for over 15 years. With a team of experienced advisors, CORNERSTONE FINANCIAL PLANNING, LLC is dedicated to providing clients with personalized and comprehensive financial advice to help them achieve their financial goals.
Here are some key takeaways on how the advisors at CORNERSTONE FINANCIAL PLANNING, LLC help their clients:
How does the advisor help clients – Key Takeaways:
- Offering comprehensive financial planning services to help clients reach their financial goals
- Providing personalized advice and solutions tailored to each client’s unique needs
- Continuously monitor and adjust investment portfolios to ensure they align with clients’ goals and risk tolerance
- Utilizing cutting-edge technology and tools to provide efficient and effective service
- Acting as a trusted financial partner to guide clients through life’s financial decisions and changes
Now, let’s take a closer look at some facts and insights about CORNERSTONE FINANCIAL PLANNING, LLC:
Facts and Insights
As of the latest public information available, CORNERSTONE FINANCIAL PLANNING, LLC has over $500 million in assets under management and has a team of over 10 advisors. The firm prides itself on its many years of experience in the financial industry and its commitment to staying up-to-date with the latest market trends and regulations.
Here is a breakdown of CORNERSTONE FINANCIAL PLANNING, LLC’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | Over 15 years |
In terms of financial services offered, CORNERSTONE FINANCIAL PLANNING, LLC covers a wide range of areas to help clients achieve their financial goals. These services include:
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- And more
The advisors at CORNERSTONE FINANCIAL PLANNING, LLC work with a diverse group of clients and offer services to various types of clientele. These include:
Client Types
- Individuals
- High-net-worth individuals
- Business owners
- Families
- And more
Fees and compensation at CORNERSTONE FINANCIAL PLANNING, LLC are based on a percentage of each client’s assets under management. The firm believes in transparent and fair pricing, and its advisors do not receive any commissions, ensuring their recommendations are always in the best interest of the client.
Fees & Compensation
Here is an overview of CORNERSTONE FINANCIAL PLANNING, LLC’s fee structure:
| Assets Under Management | Annual Fee |
|---|---|
| $500,000 or less | 1% |
| $500,001 – $1,000,000 | 0.75% |
| $1,000,001 – $3,000,000 | 0.5% |
| $3,000,001 – $5,000,000 | 0.35% |