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How does the advisor help clients – Key Takeaways:
When it comes to managing their finances, clients want a trusted and knowledgeable partner who can guide them towards their financial goals. At Cornerstone Wealth Management LLC, their team of financial experts provides a range of services to help clients make informed decisions and achieve financial success.
Facts and Insights
Founded in 2005, Cornerstone Wealth Management LLC has over 15 years of experience in the financial industry. In that time, they have grown to manage over $500 million in assets and have a team of 5 dedicated financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- College Planning
- Insurance Solutions
Client Types
Cornerstone Wealth Management LLC works with a diverse range of clients, including:
- Individuals and Families
- Business Owners
- Retirees
- High Net Worth Individuals
Fees & Compensation
As a fee-only advisory firm, Cornerstone Wealth Management LLC charges a percentage of assets under management as their main form of compensation. This ensures that their interests align with their clients’ as they work towards growing and protecting their investments.
Background
The team at Cornerstone Wealth Management LLC is made up of seasoned financial experts with decades of combined experience in the industry. They are committed to staying up-to-date with the latest trends and strategies in order to provide the best service to their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disclosures. At Cornerstone Wealth Management LLC, they operate with full transparency and are committed to always acting in the best interest of their clients.
A full list of their disclosures can be found on their website or by reaching out directly.