Jimmie Mendoza is a registered investment advisor at Cornerstone Asset Management, LLC, based in Puyallup, WA, with 25 years of industry experience. Jimmie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 9 clients with $4.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.92% |
| $500K+ | 0.96% |
Fees may be higher or lower than the fee schedule for current client relationships.
Fee Estimator
Location
Puyallup, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cornerstone Asset Management, LLC
State Registrations1 state
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