Benjamin Cauthorn
Benjamin Cauthorn is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Strasburg, VA, with 23 years of industry experience. Benjamin 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
Strasburg, VA
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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
Benjamin operates under Cornerstone Wealth Management and Cornerstone Wealth Portfolios, both DBAs for his LPL business, dedicating his full time to these investment-related activities. He also provides investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations17 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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