Cornerstone Wealth Management is a registered investment advisor providing comprehensive asset management, financial planning, and retirement consulting services to individuals, high-net-worth families, businesses, and trusts. The firm builds customized investment portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and third-party managers. Cornerstone Wealth Management also offers specialized programs through LPL Financial, including automated digital portfolios, managed account platforms, and third-party strategist portfolios. In addition to investment management, the firm provides financial planning and consulting covering retirement, estate, tax, charitable, and education planning, as well as debt and insurance analysis. Cornerstone Wealth Management operates through numerous DBA business names across its network of advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.40% |
| $500K - $1.0M | 1.90% |
| $1M+ | 1.40% |
Fees are negotiable. Individual advisors joining the firm may grandfather previously established fee schedules.