Taysha Patterson
Taysha Patterson is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Staunton, VA, with 23 years of industry experience. Taysha 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
16 Gosnell Crossing, Suite 103, Staunton, VA, 24401
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2011Customer Dispute
July 2010Other Business Activities
Taysha is involved in several business activities, including Millstone Farms (since 1995), Milestone Investment Counsel, Cornerstone Wealth Management LLC, Milestone House LLC (real estate rental), and Cornerstone Wealth Portfolios. She dedicates minimal time to Millstone Farms, a few hours per week to Milestone House LLC, and nearly full-time to the other three investment-related activities.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Raymond James Financial Services, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.