W.H. CORNERSTONE INVESTMENTS INC.
Kingston, Massachusetts
5.0
4 Reviews
W.H. Cornerstone Investments Inc., a small investment advisory firm based out of Kingston, MA, is dedicated to providing comprehensive financial solutions to its clients. With a team of four talented professionals, including two experienced investment advisors, they deliver personalized investment advisory services. With an average of approximately $52,320,000 in assets under management per investment advisor, W.H. Cornerstone Investments Inc. maintains a competitive standing within the industry. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hou...
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Assets Under Mgmt

$128.04M

Investment Professionals

2

Locations

0

% 401K & Individual

19%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
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