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Fee Overview

At Cornerstone Wealth Management, we cater to clients seeking investment management and comprehensive financial planning services. Fees for our services are determined carefully so that they are tailored to meet each client's specific needs. Our firm's design recognizes that no two clients are the same, and clients should be able to pick and choose the services that meet their needs best. We provide a la carte pricing on all services keeping our interests aligned with your interests. For non-investment services we offer hourly, project fee or retainer relationships depending on the client’s need and preferences. All fees are disclosed in advance.


Investment Management Fees

0.25% - 1.50% depending on investment size, strategy, and other services to be provided.

Financial Planning Service

Hourly planning fee = $ 250.00
Minimum planning fee = $ 750

For clients whose goals and objectives would be better served in a commission environment, Cornerstone Wealth Management will provide securities offered through Private Client Services, LLC

Member FINRA/ SIPC. Private Client Services, LLC and Cornerstone Wealth Management, Inc. are not affiliated entities.


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