Cornerstone Wealth Management
Assets Under Management
$518.4M
Number of Clients
434
Number of Advisors
5
Average Client AUM
$1.2M
AUM per Advisor
$103.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cornerstone Wealth Management offers investment management services, constructing portfolios with stocks, mutual funds, ETFs, and other securities. They also provide financial planning services, addressing areas like tax, cash flow, investments, insurance, retirement, death & disability, and education. They may recommend independent managers for a portion of client assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location
27366 Center Ridge Road, Westlake, OH, 44145
