Michael Kelley is a CFP-designated registered investment advisor at Cornerstone Wealth Management, based in Westlake, OH, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 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
Contact
Michael Kelley
Location
27366 Center Ridge Road, Westlake, OH, 44145
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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 →Employment History
Current Registrations
Cornerstone Wealth Management
Previous Registrations
Kelley Financial Planning, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Valmark Securities, INC.Broker
State Registrations1 state
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
Additional Information
Mike is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and co-owner ofCornerstone Wealth Management, a Fee-Only, Registered Investment Advisory (RIA) firm located in Westlake, Ohio. Mike and his team serve clients locally and also virtually across the country.