Dennis Connor is a registered investment advisor at Cornerstone Asset Management, based in Winchester, VA, with 40 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 117 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are subject to negotiation.
Fee Estimator
Location
116 South Stewart St, Winchester, VA, 22601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cornerstone Asset Management
Previous Registrations
Syndicated Capital, INC.Broker
Fsc Securities CorporationBroker
State Registrations2 states
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