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Cornerstone Financial Planning, Llc
Portsmouth, New Hampshire
5.0
1 Review
Cornerstone Financial Planning, LLC, based out of Portsmouth, NH, is a reputable investment advisory firm serving over 110 individual clients with a remarkable $254,202,000 in assets under management. With three offices, Cornerstone Financial Planning specializes in providing comprehensive financial planning solutions to individuals and families.
Although 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the expertise and capacity to effectively manage employer funds. A noteworthy aspect is that 98% of the assets they manage are discretionary, reflecting their clients' trust...see more
Assets Under Mgmt
$254.2M
Investment Professionals
6
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Cornerstone Financial Planning, Llc
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