Alison Hadzic is a CFP-designated registered investment advisor at Cornerstone Wealth Management, LLC, based in Chesterfield, MO, with 6 years of industry experience. Alison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 18,812 clients with $4.1B 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 | 2.40% |
| $500K - $1000K | 1.90% |
| $1M+ | 1.40% |
Fees are negotiable. Actual fees may differ based on advisor's previously established fee schedules.
Fee Estimator
Location
14567 N Outer 40 Rd., Chesterfield, MO, 63017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alison is a notary public in Missouri and provides administrative support to Cornerstone Wealth Management LLC, an independent investment advisor firm, dedicating full-time hours to this activity. She is also involved with Skiver Street LLC for tax and investment purposes and as a tax preparer, spending about 10-20% of her time on the latter.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
State Registrations6 states
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