Cornerstone Wealth Partners helps clients invest their assets and plan for their financial goals. Cornerstone Wealth Partners offers financial consultations covering topics like portfolio diversification, debt reduction, and real estate, as well as ongoing investment management using globally diversified investment models. Cornerstone Wealth Partners operates under two primary investment management arrangements: direct asset management and co-advising with Matson Money. The firm also provides advice on college savings plans, workplace retirement plans, and rollover options for retirement accounts. Cornerstone Wealth Partners emphasizes an evidence-based investing approach based on historical economic research rather than trying to time the market. In addition to investment services, certain team members are licensed insurance agents and may offer insurance products separately.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and 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. Co-advisor programs with Matson Money have separate tiered rates ranging from 0.50% to 0.99%.