Vondal Davidson
Vondal Davidson is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Dyersburg, TN, with 25 years of industry experience. Vondal 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
575 Mall Blvd Ste. L1, Dyersburg, TN, 38024
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
Vondal uses Eagle Investment Enterprises for tax/investment purposes and Cornerstone Wealth Management as a DBA for his LPL business, dedicating full-time hours to the latter. He also owns rental real estate and Cornerstone Wealth Portfolios, another DBA for his LPL business.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Edward JonesBroker
State Registrations18 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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