Cornerstone Wealth Management Group offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Cornerstone also provides financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Cornerstone also offers educational seminars and workshops.
Assets Under Management$240M
Clients575
Advisors3
Avg. per Client$430K
Avg. per Advisor$81M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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