Cameron Meares is a CFA-designated registered investment advisor at Cornerstone Wealth, based in Charlotte, NC, with 4 years of industry experience. Cameron 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
3436 Torrinton Way, Suite 210, Charlotte, NC, 28277
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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
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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