Kassidy Joyner
Kassidy Joyner is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Springdale, AR, with 4 years of industry experience. Kassidy 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
4700 S. Thompson St., Ste. C-101, Springdale, AR, 72764
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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
Kassidy operates under Cornerstone Wealth Management as a DBA for their LPL business since 2021. Kassidy also works as an English instructor at Shimane University, dedicating a few hours per week, and provides investment advisory services through Cornerstone Wealth Management LLC, spending nearly full-time on this activity.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
State Registrations1 state
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