Cornerstone Wealth Management manages investments and offers financial planning advice. They consider your financial situation, lifestyle, and debts to help with retirement planning. They may also coordinate with other professionals for financial planning, estate planning, and tax preparation. Cornerstone uses stocks, mutual funds, and exchange traded funds to construct client portfolios.
Assets Under Management$630M
Clients463
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$130M
Fee Structure
Minimum Annual Fee:$40
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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