Cynthia Cross is a registered investment advisor at Cornerstone Wealth, based in Huntersville, NC, with 11 years of industry experience. Cynthia 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, Ste 200, Huntersville, NC, 28078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cynthia works full-time as a RIA/Client Services Associate/Licensed Administrative Assistant at Cornerstone Wealth Group, LLC. She also serves as Treasurer for Edgewater Park HOA, dedicating minimal time to receiving dues, paying expenses, and managing the budget.
Employment History
Current Registrations
Cornerstone Wealth
Previous Registrations
Mutual Securities, INC.Broker
LPL Financial LLCBroker
State Registrations1 state
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