Christine Bules
Christine Bules is a ChFC-designated registered investment advisor at Cornerstone Asset Management Services, INC., based in Broadview Heights, OH, with 35 years of industry experience. Christine 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 300 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cornerstone Asset Management Services (CAMS) offers several options for investment management fees, all capped at a maximum of 2% annually. These fees are calculated as a percentage of the value of your investments and are billed quarterly.
Here's a breakdown of the options:
- Alpha/Beta Solutions Platform: The total fee is up to 2%, split between a 0.75% CAMS portfolio management fee and an advisor fee of up to 1.25%.
- Separately Managed Account or Variable Annuity Assets: The total fee is up to 2%, split between a 0.55%-1.00% CAMS portfolio management fee and an advisor fee of up to 1.00%-1.45%.
- ETF Platform Assets: The total fee is up to 2%, split between a 0.25% CAMS portfolio management fee and an advisor fee of up to 1.75%.
Clients with accounts valued between $500,000 and $1,000,000 may receive a 0.10% reduction in the portfolio management fee. Accounts valued at $1,000,000 and above may receive a 0.20% reduction. CAMS may also charge a $20 quarterly administration and reporting fee for accounts greater than $10,000.
Location
1000 W Wallings Rd, Suite D, Broadview Heights, OH, 44147
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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 →Other Business ActivitiesSells Insurance
Christine is a fixed insurance agent since 1989, dedicating about a quarter of her time to this activity. She is also an Investment Advisor Representative (IAR) with Cornerstone Asset Management Services, Inc. since 2006, spending about a quarter of her time on sales and marketing.
Employment History
Current Registrations
Cornerstone Asset Management Services, INC.
Previous Registrations
J.W. Cole Financial, INC.Broker
Professional Asset Management, INC.Broker
Questar Capital CorporationBroker
Next Advisors INC.Broker
Money Concepts Capital CORPBroker
Nylife Securities INC.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.