Cornerstone Wealth Management is a registered investment advisor offering personalized investment advice. Cornerstone offers portfolio management where they make investment decisions for you, retirement plan portfolio reviews where they provide recommendations, and investment advisory consulting services. Cornerstone tailors its advice to your individual needs and objectives, considering your risk tolerance and financial circumstances.
Assets Under Management$48M
Clients23
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.35% |
| $3M+ | 0.25% |
Fee is negotiable depending on client circumstances. Family accounts may be combined to reach breakpoints. Non-discretionary retirement assets are charged 0.10% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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