Gabrielle Cafalone is a registered investment advisor at Cornerstone Wealth, based in Greenville, SC, with 3 years of industry experience. Gabrielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 2,506 clients with $2.5B 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 - $1000K | 1.10% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees are potentially negotiable and may vary based on unique objectives, investment plan complexity, and anticipated future assets. Certain legacy schedules may include a $3,000 annual minimum fee.
Fee Estimator
Location
75 Beattie Place, 110, Greenville, SC, 29601
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 Activities
Gabrielle works as a Client Services Associate for Cornerstone Wealth Group, an RIA, performing administrative tasks such as submitting paperwork and opening accounts. This role is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Cornerstone Wealth
Previous Registrations
Mutual Securities, INC.Broker
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Equitable Advisors, LLCBroker
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
More Advisors
- Steven Phillips, CFPForvis Mazars Wealth Advisors, LLC
- Jason Skistad, CFPMariner
- Nelson Arrington, CFACx Institutional, LLC
- Daniel Milks, CFPFiduciary Organization, LLC
- Brittany Wolff, CFPWolff Financial
- Marcus Graham, CFPTruist Advisory Services, INC.