CORNERSTONE WEALTH PARTNERS, LLC - Financial Advisor in Michigan, Okemos

Tel: 517-381-3450 2525 Jolly Road, Suite 200 Okemos, Michigan 48864

About CORNERSTONE WEALTH PARTNERS, LLC

CORNERSTONE WEALTH PARTNERS, LLC is a Okemos, Michigan based financial advisory firm with nearly $750 in assets under management and provides investment advisory services for 2 clients. There are currently 14 financial advisors at the firm.

General Information

Firm CRD#:

146602

Firm SEC#:

801-129835

Assets Under Management:

$750

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees, Other (COADVISOR FEES)

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