Hillcrest Financial Group
Hillcrest Financial Group (formerly Botto Financial Planning and Cornerstone Financial Group) provides advice for a reasonable fee. We can help you create a savings and investment plan so you know where to put your extra income. We can also help with various aspects of your financial life including debt management (student loan planning), tax planning, and investment strategies. Our goal is to determine the most efficient and flexible way for clients to reach their financial goals and build wealth.
To schedule a free consultation Wesley Botto, click here.
- Services: Financial planning, investment management, estate planning, insurance
- Ideal Client: Physician who wants a plan to save efficiently
- Location: Cincinnati, OH
- Hillcrest Financial Group Application, ADV2
- Website, [email protected], (513) 794-1370
Fee Structure:
Flat fee, project based, or based on assets under management
Investment Management:
| Account Size | Maximum Annual Fee |
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.90% |
| Next $1,000,000 | 0.75% |
| Next $1,000,000 | 0.50% |
| Above $10,000,000 | 0.40% |
Financial Planning only: $1500- $2500 depending on work provided
Hourly / Retainer Fee: $250/hour
Commissions on insurance products
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser
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 Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure