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 that began SEC registration in 2019 and is organized as a corporation with individual ownership. The firm serves both individual & family clients and institutional clients, offering fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm does not identify as an active ESG investor, nor does it report multi-state adviser status or separate related advisers or pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4Cody Wright
Financial PlannerCRD 8099563
Nolan Melo
Associate Financial PlannerCRD 7998270
William Harris
Co-FounderCRD 2737148
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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