WH Cornerstone Investments Inc.
Firm details
- Headquarters
- Duxbury, Massachusetts
- CRD number
- 119725
- Registered since
- September 26, 2019
- Website
- whcornerstone.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.84%
- Individuals23.7%
- Pension & Profit Sharing Plans2.46%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
WH Cornerstone Investments Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2019. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements are a mix of percentage-of-AUM, hourly, and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser or pension consultant; it also does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities42%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Paula Harris
Co-FounderCRD 5523691
William Harris
Co-FounderCRD 2737148
Nolan Melo
Associate Financial PlannerCRD 7998270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$108M in ETFs
81%
$87M
15%
$20.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $26M | 70,334 | 24.20% |
Location
Duxbury, MA
Plymouth
Location
Duxbury, MA
Headquartered in Duxbury, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 11 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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