Nicholas
Kaplan
Cornerstone Wealth Management
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About this Advisor
Nicholas Kaplan is a certified financial planner working out of Westlake, Ohio with a total of 1 year of relevant experience. Kaplan currently works for Cornerstone Wealth Management. Throughout their career, Kaplan has worked at Hw&Co, Mai Capital Management, LLC, John Carroll University and Cornerstone Wealth Management. Kaplan is registered to work in Ohio. Cornerstone Wealth Management is an advisory company that has its headquarters in Westlake, OH. It manages $330 million in total assets across its 829 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advice to seven charities and foundations. Of its 829 accounts, 15% are held by high-net-worth investors who have at least $1 million in investable assets. Cornerstone Wealth Management performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely depend on which services the firm provides the client. However, fee types charged by Cornerstone Wealth Management can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Management Brokerage Details
$329,921,552
8
829
$397,975
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nicholas Kaplan Work History
Nicholas has been registered as a financial advisor for 1 years.*
Cornerstone Wealth Management
Mai Capital Management, LLC
Hw&Co
John Carroll University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Westlake, OH
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
