W.h. Cornerstone Investments, Inc.
W.h. Cornerstone Investments, Inc. (CRD# 119725) is a financial advisory firm headquartered in Kingston, MA. They manage $47,997,857 in 205 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts205ACCOUNTS
Average Account Value$234,136
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
William Harris (CRD# 2737148) is an Investment Advisor Representative working at W.h. Cornerstone Investments, Inc. in Kingston, MA and has over 20 years of experience in the finance industry. William Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paula Harris (CRD# 5523691) is an Investment Advisor Representative working at W.h. Cornerstone Investments, Inc. in Kingston, MA and has over 5 years of experience in the finance industry.