Craig Rubrecht is a registered investment advisor at Cornerstone Wealth, based in Huntersville, NC, with 29 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,479 clients with $2.1B 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 | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are potentially negotiable and may vary from client to client. Clients who engaged Cornerstone Wealth prior to July 1, 2021, are subject to legacy fee schedules that differ from the fee schedule set forth above. In some instances, the use of a legacy fee schedule may include a minimum fee of $3,000 per year.
Fee Estimator
Location
16810 Kenton Drive, Suite 200, Huntersville, NC, 28078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is a partner in CFP Holdings, Inc., a managing partner/CEO of Cornerstone Wealth Group, LLC, and a managing member of CWG Management Group, LLC, dedicating full-time hours to these roles. He also serves as an agent for Cornerstone Risk Management Advisors, LLC, an insurance pay through company, and as a board member for Focus Strategic Advisory Board, spending minimal time on each.
Employment History
Current Registrations
Cornerstone Wealth
Mutual Securities, INC.Broker
Previous Registrations
Cornerstone Wealth
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations39 states
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