Legacy Cornerstone Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,438,801
Clients
181
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
181
Very HighAverage account size
$123,971
About
Legacy Cornerstone Wealth serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations, pension and profit‑sharing plans, corporations and other legal entities. The firm offers discretionary portfolio management, financial planning (including Monte Carlo retirement projections), and ERISA/qualified‑plan consulting and fiduciary services.
Portfolios are tailored to each client’s objectives, risk tolerance and circumstances using in‑depth interviews and quantitative tools; the firm implements strategies through a mix of proprietary model portfolios and third‑party model managers accessible via custodial platforms. Legacy Cornerstone Wealth describes its analytical approach as combining fundamental and quantitative analysis, optimization methods and tactical, strategic or dynamic asset allocation as appropriate.
Distinctive elements noted in the brochure include a detailed pension consulting practice with both 3(21) and discretionary 3(38) fiduciary services, plus plan‑committee support and participant education. The firm also maintains an affiliated insurance practice and offers proprietary model strategies alongside platform models, and discloses related conflicts of interest and supervisory controls (for example, around rollovers and insurance recommendations).
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Income planning
Social Security optimization
Retirement income strategy
Active portfolio management
Options & derivatives strategies
Occupation focus
Retired
Fee options
Financial planning fees ranging from $1,500 to $5,000 depending on scope and complexity
$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.00% $2,500,001+: 0.80%
Up to $500/hour for financial planning services
Account minimum: $250,000 Minimum fee: $5 monthly account maintenance fee (may be waived at firm's discretion)
Most active in
Legacy Cornerstone Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Arkansas · California · Florida · Idaho · Illinois · Louisiana · Michigan · Nevada · Ohio · Oklahoma · Texas · Utah · Virginia · Washington · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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