Carlisle Mott
Carlisle Mott is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Leonard, TX, with 19 years of industry experience. Carlisle 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
107 West Fannin Street, P O Box 1394, Leonard, TX, 75452
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 ActivitiesSells Insurance
Carlisle is a business owner of Celeste Mini Storage and Mott Cattle Company, and also owns real estate rentals through Hopewood Properties. Additionally, Carlisle is involved with Cornerstone Wealth Management, Carlisle Mott Financial, LLC, Cornerstone Wealth Portfolios, and non-variable insurance, dedicating about 10-20% of their time to each.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
360 Wealth Management, LLC
Edward Jones
Edward JonesBroker
State Registrations14 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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