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Simon Pockrus

Advisor at Cornerstone Wealth Management, LLC

Updated today

Location

Springdale, AR 72764

Credentials

Series 66

Industry experience

16 years

About

Simon Pockrus is a financial advisor with Cornerstone Wealth Management, LLC in Springdale, AR, holding a Series 66 credential and 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2017 before joining Cornerstone Wealth Management and LPL Financial in 2017. Outside of his advisory role, he is involved with AHK Solutions, a non-investment-related business entity. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice, continuous account supervision, and integrates in-house advisors with third-party managers and technology-driven models to support a high client load.

Client services

Based on Cornerstone Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Lpl sponsored advisory programs; investment management & research subscription licensing

Expertise

Based on Cornerstone Wealth Management, LLC

Charitable giving & philanthropy

Occupation focus

Based on Cornerstone Wealth Management, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning flat fees $500 to $5,000; pension consulting flat fees $750 to $10,000

Percentage

$0 - $499,999.99: Up to 2.4% $500,000 - $999,999.99: Up to 1.9% $1,000,000+: Up to 1.4%

Commissions

Certain representatives earn commissions as registered representatives of LPL for sale of securities/products outside advisory accounts

Project-based

Up to $400/hour for financial planning and consulting; $250/hour for retirement consulting and management

Other

Account minimum: $5,000 Fee-only: Hourly rate up to $400 for financial advisors; flat fees range from $500 to $5,000 for financial planning; hourly fee $250 for retirement consulting; flat fees range from $750 to $10,000 for ongoing pension consulting

Location

4700 S. Thompson St., Ste. C 105

Springdale, AR 72764

Most active in

Arkansas · Louisiana · Texas

Work history

Cornerstone Wealth Management, LLC

2017 - Present (9 years)

LPL Financial, llc

2017 - Present (9 years)

Edward Jones

2009 - 2017 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management
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Fayetteville, AR

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Fayetteville, AR

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Real estate investing Annuities General tax planning
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