Experience the Cornerstone Difference
Financial Planning With Hometown Investment Advice
FINANCIAL PLANNING
$1,698 – $4,998
Initial Plan Cost
Annual Renewal Fee discounted based on assets under management.
INVESTMENT MANAGEMENT
Advisory Tiered Fee Schedule*/Account Values
| 1.35% | $10,000 – $99,999 |
| 1.2% | $100,000 – $499,999 |
| 0.9% | $500,000 – $999,999 |
| 0.8% | $1,000,000 – $2,499,999 |
| 0.7% | $2,500,000 or more |
*Advisory Tiered Fee Schedule does not include any potential investment manager fees of 0.00%- 0.40%. Clients choosing to use us for investment management may receive a discount on their annual financial planning fee. This Discount applies to the second year of our planning relationship.
WHAT OUR CLIENTS ARE SAYING ABOUT US
For many years Dr. John and his dedicated team have provided us with the most advanced financial services and guidance. We really feel as if we are part of a family. Many thanks to all of you!
Norman D.
This statement is a testimonial by a client of the financial professional as of 11/09/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
FINANCIAL PLANNING WITH HOMETOWN INVESTMENT ADVICE
