EW
EW
Eric Weitz
32 Years of Experience
Winchester, VA
1 Disclosure
Eric Weitz is a registered investment advisor at Cornerstone Asset Management, based in Winchester, VA, with 32 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 117 clients with $57M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
117 clients
Average Client Portfolio
$486K average
Assets Under Management
$56.9M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
116 South Stewart Street, Winchester, VA, 22601
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2009Closed-No Action
Employment History
Current Registrations
Cornerstone Asset Management
July 1993 - Present · 32 yrs 9 mos
Previous Registrations
Syndicated Capital, INC.Broker
January 2003 - December 2021 · 18 yrs 11 mos
Fsc Securities CorporationBroker
December 1993 - December 2002 · 9 yrs
State Registrations2 states
MDVA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.