Advisor at Cornerstone Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Waverly, TN 37185
Credentials
Series 66
Industry experience
19 years
Christopher Clayton is a financial advisor at Cornerstone Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Cornerstone Wealth Management since 2013. He also has a concurrent affiliation with LPL Financial dating back to 2012. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm utilizes a multi-brand operating model and a range of LPL-sponsored programs to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.
Based on Cornerstone Wealth Management, LLC
Financial planning flat fees $500 to $5,000; pension consulting flat fees $750 to $10,000
$0 - $499,999.99: Up to 2.4% $500,000 - $999,999.99: Up to 1.9% $1,000,000+: Up to 1.4%
Certain representatives earn commissions as registered representatives of LPL for sale of securities/products outside advisory accounts
Up to $400/hour for financial planning and consulting; $250/hour for retirement consulting and management
Account minimum: $5,000 Fee-only: Hourly rate up to $400 for financial advisors; flat fees range from $500 to $5,000 for financial planning; hourly fee $250 for retirement consulting; flat fees range from $750 to $10,000 for ongoing pension consulting
213 East Main St
Waverly, TN 37185
Tennessee
Cornerstone Wealth Management, LLC
2013 - Present (13 years)
LPL FINANCIAL
2012 - Present (14 years)
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Is active or affiliated with:
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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