Alison Hadzic
Alison Hadzic is a CFP-designated registered investment advisor at Cornerstone Wealth Management, LLC, based in Chesterfield, MO, with 7 years of industry experience. Alison 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
14567 N Outer 40 Rd., Chesterfield, MO, 63017
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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
Alison is a notary public in Missouri and provides administrative support to Cornerstone Wealth Management LLC, an independent investment advisor firm, dedicating full-time hours to this activity. She is also involved with Skiver Street LLC for tax and investment purposes and as a tax preparer, spending about 10-20% of her time on the latter.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
State Registrations6 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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