Cornerstone Advisors is a registered investment advisor located in Topeka, Kansas, offering investment management, financial planning, and consulting services. Founded in 2000, the firm helps clients build, manage, and preserve wealth through personalized portfolios tailored to individual goals, risk tolerance, and time horizons. Cornerstone Advisors primarily utilizes no-load mutual funds, exchange-traded funds, individual stocks, and bonds, applying Modern Portfolio Theory principles. For most clients, the cost of financial planning is included in the asset management fee, though separate fees may apply for more complex formal financial plans. The firm works with individuals, high-net-worth clients, corporations, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%. Fees are negotiable based on account size, portfolio complexity, and activity level.