Cornerstone Advisory is an independent investment advisory firm offering financial planning and investment management services. They work with clients to understand their financial situation, goals, and risk tolerance to create a personalized investment plan. Cornerstone Advisory offers both discretionary and non-discretionary investment management services. They also evaluate and recommend third-party money managers for clients. Cornerstone Advisory also provides advisory services to employer-sponsored retirement plans.
Fee Structure
Cornerstone Advisory charges a percentage of your assets under management for investment management services. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The specific fee is agreed upon in your Investment Advisory Agreement. The maximum fee is 2.00% and the minimum fee is 1.00%. Fees are billed semi-annually or quarterly in advance. The firm may negotiate a lower fee or waive fees based on factors like account size or portfolio complexity.