Coresa Cass is a CFP-designated registered investment advisor at Cornerstone Wealth Advisors, INC., based in Edina, MN, with 5 years of industry experience. Coresa 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 329 clients with $530M 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 $1.0M | 1.00% |
| $1.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Some legacy clients may be charged on a higher fee schedule. For clients under 40, they may charge an annual retainer fee not exceeding 1.00% of income, capped at $15,000. For retirement planning clients, there is a fixed dollar amount between $3,000 and $40,000 for the planning portion, plus an asset-based fee ranging from 0.40% on the first $1,000,000 and declining above various thresholds to 0.10% on assets over $10,000,000.
Fee Estimator
Location
3300 Edinborough Way, Suite 450, Edina, MN, 55435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cornerstone Wealth Advisors, INC.
State Registrations1 state
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