Angela Oste
Angela Oste is a registered investment advisor at Cornerstone Advisors Asset Management, LLC, based in Bethlehem, PA, with 14 years of industry experience. Angela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 764 clients with $9.6B 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 negotiable on a case-by-case basis. Accounts over $10 million are fully negotiable.
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 ActivitiesSells Insurance
Angela works as a registered representative for M Holdings Securities, Inc. and provides client service for Cornerstone Institutional Investors, LLC (insurance agency) and Cornerstone Advisors Asset Management, LLC (investment advisor). These activities take up all of Angela's time.
Employment History
Current Registrations
Cornerstone Advisors Asset Management, LLC
M Holdings Securities, INC.Broker
Previous Registrations
Cornerstone Institutional Investors, LLC
State Registrations3 states
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.
Exams
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