Overview

Headquarters
Charlotte, NC
Total Firm Assets
$486 million
Average High-Net-Worth Client Portfolio Size
$2.7 million

Fee Disclosure

Source: CORNERSTONE PLANNING, LLC FORM ADV PART 2 BROCHURE (2026-02-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.25%
$500,001 and above 0.95%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,000 1.10%
$5 million $49,000 0.98%
$10 million $96,500 0.96%
$50 million $476,500 0.95%
$100 million $951,500 0.95%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
70.65%
Number of High-Net-Worth Clients
127
Total Client Accounts
1,273
Discretionary Accounts
1,272
Non-Discretionary Accounts
1

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number
166886
  • CORNERSTONE PLANNING, LLC FORM ADV PART 2 BROCHURE (2026-02-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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