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, privately owned registered investment adviser that registered with the SEC in 2019. The firm provides advisory services primarily to individuals, families and a select number of institutional clients. Its service set centers on financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Compensation is delivered through a mix of percentage-of-AUM fees along with hourly and fixed-fee engagements. The firm does not position itself as a capital allocator to third-party alternative managers and is not identified as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$111M in ETFs
82%
$91.5M
13%
$19.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $27.3M | 72,840 | 24.48% |
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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