WH Cornerstone Investments provides financial planning, consulting, and investment management services. They work with clients to define their goals, track progress, and adjust their approach. WH Cornerstone aims to develop a comprehensive plan that is stable and flexible, adapting to changing needs and conditions. They manage investment portfolios using mutual funds, exchange-traded funds, and individual securities.
Assets Under Management$200M
Clients148
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for amounts above $20,000,000. If total household assets are <$500,000, the annual fee will be 1.65% subject to a minimum annual fee of $3,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...