Cornerstone Wealth Management
Assets Under Management
$628.7M
Number of Clients
463
Number of Advisors
5
Avg. Portfolio per Client
$1.4M
Avg. Managed per Advisor
$125.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Cornerstone Wealth Management manages investments and offers financial planning advice. They consider your financial situation, lifestyle, and debts to help with retirement planning. They may also coordinate with other professionals for financial planning, estate planning, and tax preparation. Cornerstone uses stocks, mutual funds, and exchange traded funds to construct client portfolios.
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% |
Fees are subject to negotiation. For assets under management under $500,000, certain fee arrangements charge $1,250 quarterly. There is also a $10 minimum quarterly fee per client account.
Fee Estimator
Areas of Practice
Location
27366 Center Ridge Road, Westlake, OH, 44145
