Financial Cornerstones, led by Mark Lasseigne, offers investment advice to individuals, trusts, estates, and businesses. As a legally required fiduciary, the firm aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. The firm offers Comprehensive Portfolio Management services through wrapped accounts, managed on an individualized basis.
Assets Under Management$81M
Clients67
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$500K
Financial Cornerstones offers Comprehensive Portfolio Management services through wrapped accounts. Please refer to the firm’s Wrap Fee Program Brochure for more information regarding the fees and compensation for this service.
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