Cornerstone Wealth Advisors, Inc.

Cornerstone Wealth Advisors, Inc., located in Edina, MN, has been providing comprehensive financial planning, wealth management, and investment advisory services since 2003. The firm is owned by Jonathan T. Guyton (48%) and Andrea N. Eaton (52%). As a fiduciary, the firm is committed to acting in the best interest of each client. They offer ongoing advisory services tailored to help clients achieve their financial goals, with a focus on understanding client objectives, risk tolerance, and time horizons. Services include semi-annual or annual meetings, investment policy statement creation, asset allocation analysis, portfolio monitoring, and quarterly reports. The firm charges an asset-based fee ranging from 1.00% to 0.25% based on the client's assets under management. For clients under 40, an annual retainer fee may apply. The firm does not charge performance-based fees and typically serves individuals, high net worth individuals, trusts, estates, and charitable organizations. Cornerstone Wealth Advisors does not have custody of client funds or securities and does not accept proxy authority to vote client securities. The firm does not sell securities for a commission and does not pay referral fees.