Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 $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. At our discretion, we may waive the minimum account size.
Fee Estimator
The annual advisory fee for portfolio management is based on a percentage of assets managed (see table). 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. The minimum portfolio size is $750,000, and the minimum annualized fee is $7,500. Hourly consulting fees range from $300 to $5,000 as a fixed fee, or $300 per hour.
Areas of Practice
Advisor Information
Office location
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH, 03801
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Christina Clara TraurigRegulatory 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 →Employment History
Current Registrations
Cornerstone Financial Planning, LLC
Previous Registrations
Winebrenner Capital Management LLC
State Registrations3 states
Exams
Additional Information
Christina graduated Summa Cum Laude from Northern Kentucky University with a Bachelor of Science in Finance. She also holds a Master of Business Administration (MBA) from the University of Louisville.