Steven Bucksot is a registered investment advisor at Cornerstone Advisory, LLC, based in Greenfield, IN, with 37 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cornerstone Advisory charges a percentage of your assets under management for investment management services. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The specific fee is agreed upon in your Investment Advisory Agreement. The maximum fee is 2.00% and the minimum fee is 1.00%. Fees are billed semi-annually or quarterly in advance. The firm may negotiate a lower fee or waive fees based on factors like account size or portfolio complexity.
Location
119 N Broadway Street, Suite 102, Greenfield, IN, 46140
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven prepares income taxes, dedicating about 10-20% of his time, but this is seasonal. He is also the Owner, Principal, and CFO of Cornerstone Advisory LLC, an RIA, spending about a third of his time there. Finally, Steven serves on the Board of Directors as Treasurer for Bosma Industries for the Blind, a non-profit, spending a few hours per week in an advisory role.
Employment History
Current Registrations
Cornerstone Advisory, LLC
Cornerstone Financial Services, INC.Broker
Previous Registrations
Cornerstone Financial Services, INC.
Bts Asset Management, INC.
Key Star Securities, IncorporatedBroker
Cornerstone Financial Services, INC.Broker
The Variable Annuity Marketing CompanyBroker
Cfd Investments, INC.Broker
First Atlantic Investment CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.