Timothy Stearns
Timothy Stearns is a registered investment advisor at Cornerstone Securities LLC, based in Arlington Heights, IL, with 30 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 800 clients with $180M 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 | 2.00% |
Clients can negotiate their advisory fee with IARs. The advisory fee should not exceed 2% of the account balance.
Fee Estimator
Location
1845 E. Rand Rd, Ste 103, Arlington Heights, IL, 60004
Get directionsHistory
Regulatory History (2)
Regulatory
January 2006Employment Separation After Allegations
October 2003Other Business ActivitiesSells Insurance
Timothy works as an independent contractor for Insurance DBA TJ Stearns, selling life insurance products, dedicating a few hours per week. He also works as a registered advisor for Cornerstone Securities, an independent RIA, dedicating a few hours per week.
Employment History
Current Registrations
Cornerstone Securities LLC
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Brookstone Investment Advisory Services
Brookstone Securities, INC.Broker
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Carillon Investments, INC
Carillon Investments, INC.Broker
Sterling Financial Investment Group, INC.Broker
Joseph Charles & Assoc., INC.Broker
Joseph Charles & Assoc., INC.Broker
Acap Financial INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations3 states
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.