Rachel Hobbs
Rachel Hobbs is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Joplin, MO, with 2 years of industry experience. Rachel 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
1801 W. 32nd St, Suite C201, Joplin, MO, 64804
Get directionsHistory
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
Rachel spends full-time hours on Cornerstone Wealth Management, which is both a DBA for her LPL business and an independent investment advisor firm where she provides administrative support. She also works as a notary, spending minimal time on this activity.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
State Registrations6 states
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