Nick Dionisos is a registered investment advisor at Cornerstone Wealth Management, based in Westlake, OH, with 18 years of industry experience. Nick 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 463 clients with $630M 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 $2.0M | 1.00% |
| $2.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are subject to negotiation. For assets under management under $500,000, certain fee arrangements charge $1,250 quarterly. There is also a $10 minimum quarterly fee per client account.
Fee Estimator
Location
27366 Center Ridge Road, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cornerstone Wealth Management
State Registrations2 states
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