Jeremiah Rodriguez
Jeremiah Rodriguez is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Otsego, MN, with 18 years of industry experience. Jeremiah 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, Investment Management, and 1 more. Their firm serves 18,812 clients with $4.1B 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 | 2.40% |
| $500K - $1000K | 1.90% |
| $1M+ | 1.40% |
Fees are negotiable. Actual fees may differ based on advisor's previously established fee schedules.
Fee Estimator
Location
16201 90th. St., Ste. 206, Otsego, MN, 55330
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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
Jeremiah operates Cornerstone Wealth Management, LLC as a DBA for his LPL business and as a registered investment advisor. He also has Rodriguez Wealth Management as a business entity for tax/investment purposes only, and Cornerstone Wealth Portfolios as another DBA for his LPL business; these activities take up all of Jeremiah's time.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations8 states
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