Cornerstone Wealth Advisors offers ongoing financial planning, retirement planning, and investment management services designed to help clients achieve their financial goals. Founded in 2003, the firm specializes in working with individuals, high-net-worth families, trusts, and estates. Cornerstone Wealth Advisors takes a holistic approach, creating customized investment policy statements and withdrawal strategies while monitoring portfolios on a regular basis. The firm provides guidance on various financial matters, including retirement income planning, tax strategies, cash flow management, insurance review, and estate planning. Cornerstone Wealth Advisors operates as a fiduciary, legally required to act in each client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable and decline across thresholds from 1.00% down to 0.25%. Some legacy clients may be on a higher fee schedule. The firm also offers a retirement planning service tier with lower AUM fees (0.40% down to 0.10%) combined with a fixed planning fee of $3,000 to $40,000.