Assets Under Management
$2.1B
Number of Clients
2,479
Number of Advisors
28
Average Client AUM
$850K
AUM per Advisor
$75.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cornerstone Wealth Group offers comprehensive portfolio management and financial planning services. They invest client assets in various securities and may recommend external managers. They also offer management services for 529 plans and annuities. The firm provides retirement plan consulting to employer plan sponsors and financial planning to individuals and families.
| Assets Under Management | 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% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are potentially negotiable and may vary from client to client.
16810 Kenton Drive, Suite 200, Huntersville, NC, 28078