Cornbelt Financial, LLC
Assets Under Management
$1.8M
Number of Clients
13
Number of Advisors
2
Average Client AUM
$135K
AUM per Advisor
$880K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cornbelt Financial, LLC provides portfolio management with discretionary authority, financial planning, educational seminars/workshops, and tax preparation services. They focus on tax efficiency and proactive financial planning for individuals and small businesses in early stages of their financial life.
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
Location
44 Cook Street Suite 100, Denver, CO, 80206