Roger Weismiller
Roger Weismiller is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Leland, NC, with 38 years of industry experience. Roger 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
Leland, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Roger is involved in lead generation for Peggy McColl (mindset coaching), dedicating about 10-20% of his time. He also operates under the DBAs Cornerstone Wealth portfolios and Cornerstone Wealth Management, and provides investment advisory services through Cornerstone Wealth Management, LLC, spending full-time hours on these investment-related activities.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Edward Jones
Edward JonesBroker
Century Securities Associates, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Rowland, Simon & CO.Broker
R. Rowland & CO., IncorporatedBroker
State Registrations6 states
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