Calvin Neeman
Calvin Neeman is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Columbia, IL, with 29 years of industry experience. Calvin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 12,691 clients with $4.9B 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 - $1.0M | 1.90% |
| $1M+ | 1.40% |
Fees are negotiable. Individual advisors joining the firm may grandfather previously established fee schedules.
Fee Estimator
Location
1000 Eleven South Suite 3D, Columbia, IL, 62236
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1999Other Business Activities
Calvin operates his LPL business through Triada Advisors and Cornerstone Wealth Portfolios. He is also a Registered Investment Advisor Hybrid with Cornerstone Wealth Management LLC and provides tax preparation services through Triada Tax Consultants, dedicating minimal time to this.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations39 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.
Exams
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