Cornerstone Advisory provides financial advice and advisory services to clients, including a comprehensive financial overview called Financial Engineering. This overview includes advice on securities (approximately 33%) and non-securities (approximately 67%) matters, such as tax planning, risk management, investments, insurance, education funding, retirement planning, estate planning, and cash flow analysis. Cornerstone Advisory uses application software to compile a financial picture of a client's economic situation and provide advice on current and future financial decisions.
Assets Under Management$17M
Clients233
Advisors3
Avg. per Client$73K
Avg. per Advisor$5.7M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable on a client-to-client basis. If negotiated, fees are usually 1%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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