Benjamin Cauthorn is a registered investment advisor at LPL Financial LLC, based in Strasburg, VA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Strasburg, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin operates under Cornerstone Wealth Management and Cornerstone Wealth Portfolios, both DBAs for his LPL business, dedicating his full time to these investment-related activities. He also provides investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm.
Employment History
Current Registrations
LPL Financial LLC
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations17 states
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.