Overview

Headquarters
Westlake, OH
Total Firm Assets
$629 million
Average High-Net-Worth Client Portfolio Size
$3.3 million

Fee Disclosure

Source: CORNERSTONE WEALTH MANAGEMENT FORM ADV PART 2A (2026-02-11) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $2,500,000 0.75%
$2,500,001 and above 0.50%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $36,250 0.72%
$10 million $61,250 0.61%
$50 million $261,250 0.52%
$100 million $511,250 0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
55.07%
Number of High-Net-Worth Clients
104
Total Client Accounts
1,173
Discretionary Accounts
1,160
Non-Discretionary Accounts
13

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
106950
  • CORNERSTONE WEALTH MANAGEMENT FORM ADV PART 2A (2026-02-11) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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