Esther
Bodman
Cornerstone Wealth Planning
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About this Advisor
Esther Bodman is a financial advisor based out of Charlotte, North Carolina with a total of 5 years of relevant experience. Bodman is on the advisory team at Cornerstone Wealth Planning. Over the course of their career, Bodman has held roles at Cornerstone Wealth Planning, Senior Helpers and Ronald Blue & Co., LLC. Bodman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Cornerstone Wealth Planning is a company based in Charlotte, NC. It has offices in three locations and a total of 10 financial advisors. It handles $229 million in assets under management across its 791 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 791 accounts, 20% are held by high-net-worth individuals who have more than $1 million in assets. Cornerstone Wealth Planning has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically vary depending on which service is offered. Fee types billed by Cornerstone Wealth Planning most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Planning Brokerage Details
$228,950,094
10
791
$289,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Esther Bodman Work History
Esther has been registered as a financial advisor for 5 years.*
Cornerstone Wealth Planning
Senior Helpers
Ronald Blue & Co., LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Esther Bodman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Wealth Planning
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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