Cornerstone Wealth Management provides investment management and personal financial planning services. Cornerstone builds custom portfolios using stocks, bonds, mutual funds, exchange-traded funds, and options, while also offering guidance on independent managers and held-away retirement accounts. Cornerstone's financial planning addresses personal budgeting, tax and cash flow analysis, investments, insurance reviews, retirement projections, estate planning, and education funding. The firm serves individuals, corporate entities, trusts, and retirement plans, emphasizing a personalized approach tailored to each client's specific circumstances and financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Accounts under $500,000 may be subject to a quarterly fee arrangement of $1,250. All fees are negotiable and the firm reserves the right to enter into flat fee or reduced percentage arrangements.
