Denise Barrett is a registered investment advisor at Cornerstone Wealth Advisors, INC., based in Carlsbad, CA, with 11 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 157 clients with $150M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.20% |
| $1M+ | 1.20% |
Rate is negotiable for accounts over $1,000,000.01. CWA will aggregate familial accounts for a discounted rate. This includes spouses/partners, children and grandparents.
Fee Estimator
Location
1808 Aston Avenue, Suite 150, Carlsbad, CA, 92008
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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
Denise is the Owner/CEO of Cornerstone Family Office, Inc., a family business management company, spending about half her time on it. She is also the Founder/President of Barrett Solutions Inc., a bookkeeping/payroll services company, dedicating about half her time to this business as well.
Employment History
Current Registrations
Cornerstone Wealth Advisors, INC.
Previous Registrations
Cornerstone Wealth Advisors, INC.
State Registrations1 state
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