| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees are fully negotiable for amounts over $10 million. For Planned Giving Services, managed assets under $1 million will be billed at a quarterly minimum rate of $2,500.
74 West Broad Street, Suite 340, Bethlehem, PA, 18018
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Learn about disclosures →Erik works as a Registered Representative for M Holdings Securities, LLC, and provides client service for Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC, dedicating minimal time to each of these roles except for Cornerstone Advisors Asset Management, where he spends nearly full-time hours. Erik also serves as a board member and Treasurer for The Baum School of Art, spending minimal time on these activities.