Cornerstone Financial Planning, LLC
Assets Under Management
$336.0M
Number of Clients
233
Number of Advisors
5
Average Client AUM
$1.4M
AUM per Advisor
$67.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cornerstone Financial Planning, LLC provides financial planning and investment management services, selection of other advisers, and hourly consulting services. They tailor their advisory services to individual client needs, considering goals, objectives, financial condition, and risk profile. They offer both discretionary and non-discretionary portfolio 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
Location
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH, 03801
