Cornerstone Wealth Partners offers financial consultations and investment management services. They analyze your financial situation and recommend investment strategies. They manage investments through asset management and as a co-advisor with Matson Money. They also provide advice on retirement rollovers and college savings plans. They offer investor education through articles, newsletters, and events.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee. Total fees charged will not exceed 2% of assets under management per year. This fee schedule is for Asset Management. The Co-Advisor (with Matson Money) fee schedule is: - First $500,000: 0.99% - Next $500,000: 0.99% - Next $3,000,000: 0.75% - Over $4,000,000: 0.50% Total fees charged by both parties will not exceed 3% of assets under management per year.