Cornerstone Wealth provides comprehensive portfolio management, financial planning, and retirement consulting services to individuals, families, trusts, and businesses. Cornerstone Wealth designs investment portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, and third-party managers to align with client goals and risk tolerance. The firm also offers specialized services such as managed 529 college savings plans, annuities, tax preparation support, and retirement plan consulting for employers. Cornerstone Wealth operates as an indirect subsidiary of Focus Financial Partners, LLC, and utilizes affiliated entities for certain alternative investments and lending solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees are potentially negotiable and may vary based on unique objectives, investment plan complexity, and anticipated future assets. Certain legacy schedules may include a $3,000 annual minimum fee.