Trevor Reid is a registered investment advisor at Cornerstone Advisors Asset Management, LLC, based in Bethlehem, PA, with 17 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 741 clients with $8.3B 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% |
| $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.
Fee Estimator
Location
74 West Broad Street, Suite 340, Bethlehem, PA, 18018
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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 Activities
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.
Employment History
Current Registrations
Cornerstone Advisors Asset Management, LLC
M Holdings Securities, INC.Broker
Previous Registrations
Cornerstone Institutional Investors, LLC
Cornerstone Institutional Investors, INC.Broker
State Registrations1 state
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