Joshua Thomson
Joshua Thomson is a registered investment advisor at Cornerstone Wealth Partners, LLC, based in Peachtree City, GA, with 5 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 59 clients with $13M 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 | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee. Total fees charged will not exceed 2% of assets under management per year. This fee schedule is for Asset Management. The Co-Advisor (with Matson Money) fee schedule is: - First $500,000: 0.99% - Next $500,000: 0.99% - Next $3,000,000: 0.75% - Over $4,000,000: 0.50% Total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Location
3040 State Street, Peachtree City, GA, 30269
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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
Joshua works as a Loan Officer/Branch Manager at Churchill Mortgage, originating mortgages since October 2021. This non-investment related activity takes about half of his time.
Employment History
Current Registrations
Cornerstone Wealth Partners, LLC
State Registrations4 states
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