Thomas Balis is a CFA-designated registered investment advisor at Cornerstone Portfolio Research, based in Chester Springs, PA, with 4 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPR provides investment management services to other investment advisors for an annual fee based on the amount of assets under management. This fee varies between 0.10% and 0.20%, depending on the size and composition of the portfolios and the type and amount of consulting and support required.
Location
Chester Springs, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cornerstone Portfolio Research
State Registrations1 state
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