Timothy Whelan
Timothy Whelan is a registered investment advisor at Cornerstone Wealth Partners, LLC, based in Okemos, MI, with 5 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 429 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and 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. Co-advisor programs with Matson Money have separate tiered rates ranging from 0.50% to 0.99%.
Fee Estimator
Location
2525 Jolly Road, Suite 200, Okemos, MI, 48864
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 ActivitiesSells Insurance
Timothy is an insurance agent selling term and whole life insurance, dedicating about 10-20% of his time to this activity. He also dedicates about a quarter of his time to Stafford Pathways, LLC for consulting, business valuations, and owning a sports league.
Employment History
Current Registrations
Cornerstone Wealth Partners, LLC
Previous Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
State Registrations1 state
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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