Cornerstone Wealth Advisors (CWA) offers financial planning and investment management services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. CWA provides financial planning covering debt, tax, retirement, risk management, and estate planning. Investment management includes model portfolios and custom portfolios. CWA may recommend third-party managers.
Assets Under Management$150M
Clients157
Advisors4
Avg. per Client$930K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.20% |
| $1M+ | 1.20% |
Rate is negotiable for accounts over $1,000,000.01. CWA will aggregate familial accounts for a discounted rate. This includes spouses/partners, children and grandparents.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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