C
Cornerstone Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$48,329,601
Total clients
23
65% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$2,101,287
About
Cornerstone Wealth Management provides discretionary portfolio management, retirement plan portfolio reviews, and investment advisory consulting to individuals (including high-net-worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations, and business entities. The firm reports approximately $48.3 million in discretionary assets under management across a relatively small number of client relationships.
The firm tailors investment advice to each client's objectives and uses macroeconomic and fundamental analysis as the primary basis for portfolio structure, supplementing that analysis with technical/charting methods for timing decisions. Portfolios are typically constructed using index mutual funds and ETFs, with selective use of actively managed funds, closed‑end funds, options trading, and margin transactions for clients where those strategies are appropriate; accounts are monitored and rebalanced on an ongoing basis.
Distinctive features include a compact client roster paired with a principal who brings multi‑decade industry experience and a CFA designation, which informs the firm’s investment process. The firm also routinely directs brokerage to a single institutional custodian and receives related technology and trading support, an operational arrangement that differs from advisers who use multiple custodians or do not require directed brokerage.
Client services
Portfolio management
Investment advisory consulting
Expertise
Options & derivatives strategies
Fee options
Consulting services fixed fee ranging from $500 to $10,000 depending on scope and complexity
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.35% on incremental assets $3,000,001+: 0.25% on incremental assets
Account minimum: $500,000
Main office location
Cornerstone Wealth Management LLC
Boston MA, United States
Number of offices
1
Most active in
Cornerstone Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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