Cornerstone Advisors provides ongoing portfolio management, financial planning, and pension consulting services tailored to each client's specific goals, time horizon, and risk tolerance. Cornerstone Advisors creates a personalized Investment Policy Statement for each portfolio management client, covering investment strategy, asset allocation, asset selection, and regular monitoring. The firm's financial planning services address investment planning, life insurance, taxes, retirement, college savings, and debt management. Cornerstone Advisors generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, and exchange-traded funds. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable. Pension consulting services have a separate tiered fee schedule ranging from 1.25% to 2.00%.