Cornerstone Wealth
Cornerstone Wealth (CRD# 157935) is a financial advisory firm headquartered in Huntersville, NC. They manage $612,507,660 in 3,562 accounts and serve the financial needs of clients across 15 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management613MILLION
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Total Number of Accounts3,562ACCOUNTS
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Average Account Value$171,956
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, CA, CO, FL, GA, IN, LA, NC, NJ, NY, PA, SC, TN, TX, VA
Financial Advisors at Cornerstone Wealth
No Advisor Found.
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