Broker Check

Going Independent

If you feel stuck in a career where you don’t own your business, your clients are not your own and your payout is less than ideal, becoming an independent advisor can change all that. Going independent can seem overwhelming, but advisors joining Cornerstone Wealth Management can rely on the support of a collaborative community of experienced advisors.

The Cornerstone Difference

At Cornerstone Wealth Management, we strive to conduct business differently. To allow our advisors to put their clients’ best interests first and spend more time working to fully accomplish their goals, Cornerstone has implemented the following points of difference into our business philosophy.

Ownership: With Cornerstone, you are the sole owner of your client relationships and book of business. You decide how to best run your business without interference from a home office. Not only can you earn more when clients are your own, but your business becomes an investment that you can sell for future personal retirement income.

Higher Payouts: Well-established advisors can earn a signing bonus, plus at least a 50 percent higher payout on advisory and brokerage accounts, making independence a smart financial move. What you ultimately take home depends on your business expenses, but you’ll have the power to decide what you spend.

Seamless Transition: Our Fast Start program and transition team provide the support you need to seamlessly transition your clients to Cornerstone Wealth Management within the first three months.

Support System: At Cornerstone, advisors are independent but not alone. We provide a variety of resources to support our advisors and their businesses, including monthly meetings, an advisory board, investment research, and study and networking groups.

Transparency: Cornerstone Wealth Management does not offer any proprietary products and has no conflicts of interest, allowing our advisors to provide objective financial guidance to their clients. When conducting business, we emphasize transparency, fully disclosing all fees and costs to our advisors and their clients.



If you're ready to have a confidential conversation to learn more about your career as an independent advisor at Cornerstone, contact our recruiter, Patrick Lodes, at [email protected] or 314.394.1890.