Advisor at Cornerstone Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cornerstone Wealth
Location
Huntersville, NC 28078
Credentials
Series 63, Series 65
Industry experience
29 years
Craig Rubrecht is a financial advisor at Cornerstone Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Wealth Group since 2018, following prior roles at Mutual Securities, Inc., Cornerstone Financial Advisors, and LPL Financial. Rubrecht serves on the Focus Strategic Advisory Board, a collective of investment firms that meets biannually to discuss strategic initiatives. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, retirement plan consulting, and management of certain annuity and 529 subaccounts, primarily through model portfolios emphasizing ETFs, mutual funds, individual equities, and fixed income.
Based on Cornerstone Wealth
Based on Cornerstone Wealth
Flat fees for financial planning services, negotiable; retainer required for planning services (50% upfront)
$0 - $499,999: 1.25% $500,000 - $999,999: 1.10% $1,000,000 - $1,499,999: 0.95% $1,500,000 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.70% $3,000,000 - $3,999,999: 0.65% $4,000,000 - $4,999,999: 0.55% $5,000,000 - $9,999,999: 0.50% $10,000,000 - $24,999,999: 0.40% $25,000,000 - $49,999,999: 0.35% $50,000,000 - $99,999,999: 0.30%
Certain supervised persons are registered representatives who receive commissions on sales of mutual funds, variable annuities, and 529 plans held in non-advisory accounts; insurance commissions also received by some personnel
Hourly fees for financial planning and consulting services, negotiable
Minimum fee: Minimum annual fee of $3,000 (legacy fee schedules); Minimum annual fee of $5,000 for retirement plan consulting Fee-only: Fixed fees for financial planning and consulting; hourly and flat fees negotiable based on engagement; retirement plan consulting fees based on plan assets with specified ranges (e.g., 50-65 bps up to $1 million) and minimums
16810 Kenton Drive, Suite 200
Huntersville, NC 28078
Louisiana · North Carolina · Texas
Cornerstone Wealth Group, LLC
2018 - Present (8 years)
Mutual Securities, Inc.
2017 - Present (9 years)
Cornerstone Financial Advisors
2011 - 2017 (6 years)
LPL Financial
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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