Cornerstone Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$244,463,449
Total clients
565
10% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
141
Average account size
$432,679
About
Cornerstone Wealth Management Group provides ongoing portfolio management and financial planning primarily to individual and high‑net‑worth clients, with services delivered on both discretionary and non‑discretionary bases and documented in client‑specific Investment Policy Statements. The firm also offers cash management services and support for held‑away retirement and education accounts through a third‑party connectivity platform.
The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative analysis and generally pursues long‑term trading with regular monitoring and rebalancing. Cornerstone documents client risk tolerances and seeks fair allocation of limited investment opportunities while integrating held‑away assets into overall portfolio oversight when appropriate.
Distinctive operational features include sponsorship of a wrap‑fee program and the provision of periodic educational seminars and workshops to clients and the general public, items that are less common among similar team firms. The brochure also discloses notable operational arrangements—use of a specific institutional custodian, availability of a bank sweep/cash management program, and affiliated insurance and private securities activities—that prospective clients may wish to review.
Client services
Fee options
Fixed financial planning fees between $300 and $2,500.
$1 - $249,999: 1.25% $250,000 - $499,999: 1.15% $500,000 - $1,499,999: 1.00% $1,500,000 - $2,999,999: 0.85% $3,000,000 - $4,999,999: 0.70% $5,000,000+: 0.50%
Hourly fees for financial planning services between $150 and $300 per hour.
Subscription financial planning fees between $30 and $1,000.
Fee-only: Financial planning fees: Fixed fees between $300 and $2,500; Subscription fees between $30 and $1,000; Hourly fees between $150 and $300 per hour.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Cornerstone Wealth Management Group
517 N. Main Street, Suite A
Greeneville TN 37745, United States
Number of offices
1
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