Cornerstone Wealth Management

CONNECT

Address:

107 Center Drive
Buffalo, MN 55313

Phone:

(763) 684-1885

Fax/Other:

(763) 682-3228

$ymbil

 

$ymbil is our new online investment platform, tailored to new or accumulating investors interested in a low-cost online platform. $ymbil is a dynamic online investment advisor platform that assesses your risk profile and recommends a risk-appropriate managed portfolio. All online, simple, and seamless.

 

Take the next step. Sign up for $ymbil today.

 

 

 

 

 

 

$ymbil includes the following benefits:  

  • Takes less than 10 minutes to open an account.     
  • Low $500 minimum investment
  • Automatic Investment Plan as low as $50 per month     
  • Easy to use online and mobile investment portal
  • Online Review of account performance at a glance
  • Institutional, no-load asset allocation funds based on low-cost ETF's Actively managed funds by a 140+ year old investment bank Ladenburg Thalman Asset Management (LTAM)
  • Online Digital financial tools
  • Make updates and changes online
  • Low cost of less than 1% for total fees, including all administration costs, advisory fees, fund management fees, custodial fees, and transaction fees
  • Asset Allocation portfolios include diversifying in alternative investments, as well as large cap, mid cap, small cap, international, bonds
  • Review account performance online at a glance

$ymbil Investments

  • Five actively managed portfolios ranging from conservative to aggressive that LTAM will recommend based on your answers to the $ymbil questionnaire.
  • Allocations differ based on your risk profile
  • Account Types Available: Individual, Joint, IRA (Traditional/Roth)
  • These portfolios are LTAM's ETF Mutual Fund Portfolios: www.Ladenburgfunds.com

*Cornerstone Wealth Management has chosen to partner with Ladenburg Thalman, an investment bank established in 1876, and is the sixth oldest member firm of the New York Stock Exchange. 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck