Assets Under Management
$175.0M
Number of Clients
800
Number of Advisors
9
Average Client AUM
$219K
AUM per Advisor
$19.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cornerstone Securities provides investment advisory services through IARs, including asset management, selection of third-party advisory programs, and financial planning. IARs analyze client needs, recommend suitable investments, and provide advice on portfolio review, tax planning, retirement planning, education planning, and estate planning. Clients can negotiate advisory fees.
6710 W 121st St, Suite 200, Overland Park, KS, 66209