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CORNERSTONE WEALTH
Tel: 704-987-3410
16810 Kenton Drive Suite 200
Huntersville, North Carolina 28078
CORNERSTONE WEALTH
CORNERSTONE WEALTH is a Huntersville, North Carolina based financial advisory firm with nearly $1,292,570,659 in assets under management and provides investment advisory services for 2093 clients. There are currently 50 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (MANAGEMENT OF VARIABLE ANNUITY SUB-ACCOUNTS, CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS)
Fee Structure:
A percentage of AUM, Fixed fees, Other (REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTION
Firm CRD#:
289971
SEC#:
801-112164
No. of Clients:
2093
Assets under Management
$1,292,570,659
No. of Advisors:
50
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