Cornerstone Financial Group

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:

Investment Management:

Account Size Maximum Annual Fee
First $1,000,000 1.00%
Next $2,000,000 0.90%
Next $6,000,000 0.50%
Above $10,000,000 0.40%

Financial Planning only: $2500-$5000

Commissions on insurance products