WH Cornerstone Investments Inc.

RIASEC Registered
Total AUM
$200M
Discretionary
$200M
100% of AUM
Avg account
$509K
Accounts
393
Employees
6
Advisory reps
4

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Exchange Traded Equities 42%, Cash & Cash Equivalents 1%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities42%
  • Cash & Cash Equivalents1%

Contacts

3 of 4
  • Paula Harris

    Paula Harris

    Co-FounderCRD 5523691

  • William Harris

    William Harris

    Co-FounderCRD 2737148

  • Nolan Melo

    Nolan Melo

    Associate Financial PlannerCRD 7998270

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 66

Active vs passive

$108M in ETFs

Passive

81%

$87M

Active

15%

$20.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$26M70,33424.20%
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Location

Primary office

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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