Cornerstone Wealth Advisors offers financial planning, wealth management, and investment advice to individuals and other clients. They help clients achieve their financial goals while considering their risk tolerance and time horizon. Services include semi-annual or annual meetings, investment policy creation, asset allocation analysis, and ongoing portfolio monitoring.
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% |
Some legacy clients may be charged on a higher fee schedule. For clients under 40, they may charge an annual retainer fee not exceeding 1.00% of income, capped at $15,000. For retirement planning clients, there is a fixed dollar amount between $3,000 and $40,000 for the planning portion, plus an asset-based fee ranging from 0.40% on the first $1,000,000 and declining above various thresholds to 0.10% on assets over $10,000,000.