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ChFC

Christine Bules

Cornerstone Asset Management Services, INC.
36 Years of Experience
Lakewood, OH
Sells Insurance
View SEC Summary
View SEC Summary

Christine Bules is a ChFC-designated registered investment advisor at Cornerstone Asset Management Services, INC., based in Lakewood, OH, with 36 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 280 clients with $38M in assets under management.

Cornerstone Asset Management Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
280 clients
Average Client Portfolio
$134K average
Assets Under Management
$37.6M

Fee Structure

Minimum Investment:$30K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Total annual client fee has a maximum cap of 2.00%, combining the Cornerstone Asset Management Services portfolio management fee and the advisor fee. Account values $500,000 - $1,000,000 receive a 0.10% reduction on the portfolio management fee, and values $1,000,000 and above receive a 0.20% reduction.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

12223 Madison Avenue, Lakewood, OH, 44107

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History

Regulatory History
Clean regulatory record

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.

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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.
January 2006 - Present · 20 yrs 9 mos
Previous Registrations
J.W. Cole Financial, INC.Broker
February 2010 - August 2017 · 7 yrs 6 mos
Professional Asset Management, INC.Broker
August 2007 - December 2009 · 2 yrs 4 mos
Questar Capital CorporationBroker
January 2001 - September 2007 · 6 yrs 8 mos
Next Advisors INC.Broker
February 1997 - December 2000 · 3 yrs 10 mos
Money Concepts Capital CORPBroker
October 1996 - March 1997 · 5 mos
Nylife Securities INC.Broker
January 1990 - February 1996 · 6 yrs 1 mo
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.
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