Cornerstone Wealth Management provides investment advice and financial planning to individuals, families, and businesses. Cornerstone's services include creating investment portfolios, retirement planning, and consulting. Cornerstone also refers clients to third-party money managers. Investment strategies are tailored to each client's needs and goals. Cornerstone also offers advisory services through LPL Financial programs.
Assets Under Management$4.1B
Clients18,812
Advisors93
Avg. per Client$220K
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
93 Advisors at this firm
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