Leslie Nanberg is a CFA-designated registered investment advisor at Cornerstone Wealth Management LLC, based in Boston, MA, with 23 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 23 clients with $48M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.35% |
| $3M+ | 0.25% |
Fee is negotiable depending on client circumstances. Family accounts may be combined to reach breakpoints. Non-discretionary retirement assets are charged 0.10% annually.
Fee Estimator
Location
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cornerstone Wealth Management LLC
State Registrations2 states
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