Botto Financial Planning & Advisory

Botto Financial Planning & Advisory (formerly Cornerstone Financial Group) has enjoyed seeing physicians transition from medical school to successful careers and on to retirement for over 30 years. Committed to detailed planning for every phase of your career and life, our team can help with things like structuring your debt repayment and protecting your earning potential, giving you ultimate flexibility in the early years of your career.You need an advisor that can be there with you every step of the way. We see too many young physicians that get blanket advice so they are not sure what to do with the significant wealth they are creating. Our passion is helping you think bigger and more strategically about how to leverage your wealth for maximum impact, way beyond just paying your bills or building a strong balance sheet. To schedule a free consultation with Wesley Botto, click here.

Fee Structure:

Annual Fee – PPS Custom Program (Transactions) Account clients will pay an annual management fee, as outlined in the blended fee schedule below. The management fee is negotiable, billed quarterly, and, unless otherwise agreed, shall be based on the value of assets in the Account. In addition to the annual management fee, PPS Custom Program clients may pay transaction charges, administrative charges, and miscellaneous account fees and charges, as described in the PPS Client Agreement and Commonwealth’s ADV Part 2A Brochure.

Investment Management:

Account Size Maximum Annual Fee
First $1,000,000 1.00%
Next $2,000,000 0.90%
Next $7,000,000 0.50%
Above $10,000,000 0.40%

Financial Planning only: $2500-$5000

Commissions on insurance products

 

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser