How does the advisor help clients – Key Takeaways:
CORNERSTONE ASSET MANAGEMENT, LLC provides comprehensive financial planning and investment management services to individuals, families, and businesses. Their team of experienced advisors strive to understand the unique needs and goals of each client, and provide tailored solutions to help them achieve financial success.
They have a strong focus on building long-term relationships with their clients, and offer ongoing support and guidance to help them navigate through various financial challenges and milestones.
Some key takeaways about how CORNERSTONE ASSET MANAGEMENT, LLC helps their clients include:
- Offering personalized financial planning and investment management services
- Providing ongoing support and guidance to clients
- Building long-term relationships with clients
Facts and Insights
According to the latest report from the Securities and Exchange Commission (SEC), CORNERSTONE ASSET MANAGEMENT, LLC has over $800 million in assets under management (AUM) and 15 advisors on their team.
The company has been in business for over 25 years, indicating their experience and stability in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $800 million+ | 15 | 25 years+ |
Financial Services Offered
CORNERSTONE ASSET MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
- Business planning
Client Types
The company serves various types of clients, including individuals, families, and businesses. Their clients come from different backgrounds and have different financial goals and needs.
CORNERSTONE ASSET MANAGEMENT, LLC does not have any specific minimum requirements for clients, making their services accessible to a wide range of individuals and businesses.
Fees & Compensation
CORNERSTONE ASSET MANAGEMENT, LLC operates as a fee-based advisor, meaning they charge a combination of fees and commissions for their services. This fee structure ensures that their advice is always in the best interest of their clients.
The exact fees and compensation structure may vary depending on the services provided and the client’s specific financial situation. However, clients are always informed about the fees and charges before agreeing to any services.
Background
CORNERSTONE ASSET MANAGEMENT, LLC was founded in 1993 and is based in Dallas, Texas. The company is registered with the SEC as an investment advisor and also operates as a broker-dealer through its affiliate, CORNERSTONE WEALTH STRATEGIES, LLC.
The company is led by a team of experienced and knowledgeable advisors who have an average of over 15 years of industry experience. Their team is committed to providing personalized and comprehensive financial services to help their clients achieve their financial goals.
Financial Advisor Disclosures to Know
While CORNERSTONE ASSET MANAGEMENT, LLC has a clean regulatory and legal history, it is important for clients to be aware of any disclosures or conflicts of interest that may arise. This includes any disciplinary actions, legal or regulatory issues, or conflicts of interest with their affiliated companies.
As a registered investment advisor, CORNERSTONE ASSET MANAGEMENT, LLC is legally obligated to disclose any information that may be material to a client’s decision to work with them. Clients can access this information through the company’s Form ADV, which is available on the SEC’s website or upon request to the company.
Overall, CORNERSTONE ASSET MANAGEMENT, LLC stands out as a reputable and trustworthy financial advisor, with a track record of helping clients achieve their financial goals. Their comprehensive services, experienced team, and commitment to transparency make them a top choice for individuals and businesses seeking financial planning and investment management services.