John-Marc Berthoud
John-Marc Berthoud is a registered investment advisor at Cornerstone Asset Management, INC., based in Naperville, IL, with 23 years of industry experience. John-Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 50 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Location
564 S. Washington Street, Naperville, IL, 60540
Get directionsHistory
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
John-Marc is the President of Cornerstone Asset Management, Inc., a registered investment advisor, dedicating full-time hours to this role. He is also a self-employed insurance agent selling life insurance, fixed, and equity indexed annuities since 2010, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Cornerstone Asset Management, INC.
Previous Registrations
Cornerstone Asset Management, INC.
Cornerstone Asset Management, INC.
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.