Jeffrey Powell is a CFP-designated registered investment advisor at Cornerstone Wealth, based in Greensboro, NC, with 20 years of industry experience. Jeffrey 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
701 Greenvalley Road, Suite 304, Greensboro, NC, 27408
Get directionsHistory
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
Jeffrey is associated with Cornerstone Financial Partners, Inc. and its DBAs, including Cornerstone Wealth and Cornerstone Financial Advisors, as a Registered Investment Advisor. He dedicates nearly all of his time to these investment-related activities.
Employment History
Current Registrations
Cornerstone Wealth
Previous Registrations
Cornerstone Wealth
LPL Financial LLCBroker
Highland Private Wealth Management
Laird Norton Wealth Management
Reliance Wealth Management LLC
Carbon Credits Advisors, LLC.
Cela Advisors
Singer Xenos Securities, CORP.Broker
Tradestation Securities, INC.Broker
Tradestation Securities, INC.Broker
State Registrations2 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.