Rachel Posner is a registered investment advisor at Cornerstone Wealth, based in Huntersville, NC, with 20 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,479 clients with $2.1B 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 | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are potentially negotiable and may vary from client to client. Clients who engaged Cornerstone Wealth prior to July 1, 2021, are subject to legacy fee schedules that differ from the fee schedule set forth above. In some instances, the use of a legacy fee schedule may include a minimum fee of $3,000 per year.
Fee Estimator
Location
16810 Kenton Drive, Suite 200, Huntersville, NC, 28078
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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
Rachel is the Chief Compliance Officer at Cornerstone Wealth Group LLC, dedicating nearly full-time hours to this role. She also does gig work for a few hours per week, which is not investment-related.
Employment History
Current Registrations
Cornerstone Wealth
Mutual Securities, INC.
Mutual Securities, INC.Broker
Previous Registrations
Signature Intelligent Portfolios, LLC
Signature Investment Advisors, LLC
Seia
Signator Investors, INC.Broker
Dfa Securities INC.Broker
Financial Network Investment CorporationBroker
T. Rowe Price Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
Olde Discount CorporationBroker
State Registrations6 states
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