Cornerstone Wealth Management Group

Cornerstone Wealth Management Group, established in November 2019, is a Tennessee-based Limited Liability Company owned by Brian Jack Click, CFP®, and George Robert Scott, CFP®. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Investment decisions are made with discretionary authority granted by clients, ensuring alignment with fiduciary duties. Cornerstone specializes in mutual funds, fixed income securities, real estate funds, insurance products, equities, and ETFs, among others. The firm charges portfolio management fees based on total assets under management, ranging from 0.50% for accounts over $5 million to 1.25% for accounts under $250,000. Financial planning services are offered at fixed, subscription, or hourly rates. Cornerstone does not accept performance-based fees and acts as a fiduciary, prioritizing clients' best interests. The firm reviews client accounts annually, provides quarterly reports, and offers educational seminars. Clients have the option to participate in the FICA cash management program, with an annual fee of 0.20%. Cornerstone does not take custody of client accounts but recommends Schwab Institutional for custodial services. The firm's Code of Ethics ensures fair and transparent practices, with a focus on client interests. Clients may request proxy voting information and have access to detailed financial information upon request.