How does the advisor help clients – Key Takeaways:
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC is a premier financial advisory firm that provides customized investment solutions to its clients. With a team of highly experienced and knowledgeable advisors, the firm offers a wide range of financial services to help clients achieve their financial goals.
Facts and Insights
The following key points provide insights into how CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC helps its clients:
- Founded in 2001 and based in New York City, CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC has over 20 years of experience in the financial industry.
- The firm has successfully managed over $5 billion in assets for its clients.
- CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC has a team of 10 experienced financial advisors who have an average of 15 years of experience in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 10 | 20 years |
Financial Services Offered
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC provides a wide range of financial services to help its clients meet their unique financial goals. The firm’s services include:
- Portfolio management
- Investment consulting
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, small businesses, and institutions. The firm tailors its services to meet the specific needs and goals of each client, providing personalized solutions and exceptional customer service.
Fees & Compensation
The fees for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC are competitive and based on a percentage of the assets under management. The firm’s advisors are compensated through these fees, meaning they have a vested interest in helping clients grow their investments.
Background
The founding partners of CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC have over 30 years of combined experience in the financial industry. The firm was built on the principles of integrity, transparency, and putting clients’ interests first. With a team of highly qualified advisors, CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC is dedicated to providing quality financial services and helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a fiduciary duty to act in the best interests of its clients and fully disclose any potential conflicts of interest. CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC has a clean record with no disciplinary actions or fines from regulatory bodies.
Overall, CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC is a trusted and reputable financial advisor that puts its clients’ needs first. With a team of experienced advisors, a track record of success, and a commitment to transparency, the firm is an ideal choice for individuals and organizations seeking personalized financial solutions.