Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Cornbelt Financial charges an annual fee based on the amount of assets they manage for you. The fee is calculated using a blended tier schedule. For example, a $1,000,000 account would be charged $1,093.75 per month. Financial planning fees are determined within the Financial Planning Agreement and can be paid at the time of service or in monthly installments. If you terminate your financial planning agreement early, you will be charged an hourly rate of $225 for work completed.
Areas of Practice
Advisor Information
Office location
Brooklyn, NY
Get directionsRegulatory 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 Activities
Sean is involved in data analytics for SHFuse, Inc.