Nick Dionisos is a registered investment advisor at Cornerstone Wealth Management, based in Westlake, OH, with 19 years of industry experience. Nick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 463 clients with $630M 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 $2.0M | 1.00% |
| $2.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Accounts under $500,000 may be subject to a quarterly fee arrangement of $1,250. All fees are negotiable and the firm reserves the right to enter into flat fee or reduced percentage arrangements.
Fee Estimator
Location
27366 Center Ridge Road, Westlake, OH, 44145
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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 →Employment History
Current Registrations
Cornerstone Wealth Management
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.
Exams
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