Jerett Dimarzio is a CFP-designated registered investment advisor at Cornerstone Wealth, based in Huntersville, NC, with 11 years of industry experience. Jerett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 2,506 clients with $2.5B 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 | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees are potentially negotiable and may vary based on unique objectives, investment plan complexity, and anticipated future assets. Certain legacy schedules may include a $3,000 annual minimum fee.
Fee Estimator
Location
16810 Kenton Drive, Suite 200, Huntersville, NC, 28078
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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
Jerett spends his time, including during trading hours, working with Cornerstone Financial Partners, Inc. in various roles, including as a registered investment advisor. These roles take up a full-time commitment.
Employment History
Current Registrations
Cornerstone Wealth
Previous Registrations
LPL Financial LLC
Cornerstone Wealth
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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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