Benjamin Small is a registered investment advisor at Cornerstone Wealth Planning, based in Charlotte, NC, with 3 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 409 clients with $490M 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 | 1.25% |
| $500K+ | 0.95% |
Fees are annual. For clients where Cornerstone Planning employs AE Wealth Management for investment management services, fees are charged monthly in arrears, based on the monthly average daily balance of the account. Advisory fees and account minimums may be negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Location
7810 Ballantyne Commons Parkway, Suite 200, Charlotte, NC, 28277
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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 Planning
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations1 state
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