| 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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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 →Trevor works as a registered representative for M Holdings Securities, Inc. and as an investment analyst for Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC. He spends minimal time on the first two roles and nearly full-time as an investment analyst for Cornerstone Advisors Asset Management, LLC.