Nicholas
Kaplan
Cornerstone Wealth Management
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About this Advisor
Nicholas Kaplan is a financial advisor based in Westlake, Ohio, working with Cornerstone Wealth Management. Nicholas has previously held positions at Hw&Co, Mai Capital Management, LLC, and Cornerstone Wealth Management. Nicholas is registered to provide services in Ohio. Currently, Nicholas is part of Cornerstone Wealth Management, which operates out of Westlake, Ohio. The firm has 8 employees and manages assets totaling $421.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Cornerstone Wealth Management includes asset-based, hourly, and fixed fees.
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Cornerstone Wealth Management Brokerage Details
$420,993,061
8
920
$457,601
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nicholas Kaplan Work History
Cornerstone Wealth Management
Mai Capital Management, LLC
Hw&Co
Disclosures
Please visit the SEC profile of Nicholas Kaplan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Wealth Management
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
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