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CORNERSTONE WEALTH MANAGEMENT
27366 Center Ridge Road
Westlake, Ohio 44145
Tel: 440-899-4000
About CORNERSTONE WEALTH MANAGEMENT
CORNERSTONE WEALTH MANAGEMENT, formally registered with the SEC as CORNERSTONE WEALTH MANAGEMENT. The firm was established in 02/01/1996. They have over 1 offices throughout the country.
CORNERSTONE WEALTH MANAGEMENT is a Westlake, Ohio based Financial Planning firm with nearly $543,612,261 assets under management, offering retirement planning & investment advisory services to 1044 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106950 |
| SEC# | 801-51066 |
| Assets Managed by Firm | $543,612,261 |
| No. of Clients | 1044 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1044 | $543,612,261 |
| Individuals (other than high net worth individuals) | 287 | $128,622,232 |
| High net worth individuals | 105 | $227,617,859 |
| Pension and profit sharing plans | 8 | $6,671,887 |
| Charitable organizations | 6 | $13,244,411 |
| Corporations or other businesses | 65 | $167,455,872 |
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|---|---|---|---|
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