Cornerstone Wealth Strategies, Inc.

Cornerstone Wealth Strategies, Inc., based in Kennewick, WA, offers a comprehensive Wrap Fee Program as part of its advisory services. Established in an open-architecture, fee-based investment platform, the firm provides tailored investment advice and management to clients based on individual goals and risk tolerance. Clients can consolidate multiple investments into one account, with investments selected by Cornerstone advisors. The firm charges a negotiable Account Fee based on a percentage of assets, with a fee schedule ranging from 1.25% to 0.50% based on investable assets. Clients do not incur individual transaction costs within the Wrap Fee Program. Cornerstone does not use outside portfolio managers, with all accounts managed by its advisors, who are required to have financial advisory experience and appropriate licenses. The firm employs various methods of analysis and investment strategies, including fundamental, technical, and quantitative approaches. Clients have the ability to impose restrictions on investments, and the firm does not charge performance-based fees. Cornerstone emphasizes a fiduciary duty to act in the best interest of clients and provides ongoing reviews of client accounts. The firm discloses potential conflicts of interest related to compensation from LPL Financial and vendors, as well as its Code of Ethics and client referral practices. Clients are encouraged to contact their portfolio managers directly with any questions or concerns.