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How does the advisor help clients – Key Takeaways:
- CORNERSTONE ASSET MANAGEMENT SERVICES, INC. has a team of financial experts who provide personalized financial planning and investment management services to clients.
- The firm has a strong focus on building long-term relationships with clients and prioritizes understanding their individual financial goals and needs.
- Clients receive tailored investment strategies that are in line with their risk tolerance and objectives.
Facts and Insights:
CORNERSTONE ASSET MANAGEMENT SERVICES, INC. was established in 1995 and since then, the firm has been committed to helping clients achieve their financial goals. The firm is based in Chicago, Illinois and serves a diverse range of clients throughout the United States.
As of 2020, CORNERSTONE ASSET MANAGEMENT SERVICES, INC. manages over $1.2 billion in assets and has a team of 15 financial advisors who are dedicated to providing top-notch financial management services to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $1.2 billion | 15 |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- College planning
- Charitable giving
Client Types:
- Individuals
- High-net-worth individuals and families
- Businesses
- Trusts
- Foundations
- Endowments
- Non-profit organizations
Fees & Compensation:
CORNERSTONE ASSET MANAGEMENT SERVICES, INC. follows a fee-only compensation structure, charging clients a percentage of assets under management. This means the firm’s advisors have no hidden fees or conflicts of interest when providing financial advice to clients.
Background:
The team at CORNERSTONE ASSET MANAGEMENT SERVICES, INC. consists of highly qualified professionals with years of experience in the financial industry. The firm’s advisors have diverse backgrounds and expertise, allowing them to provide specialized services to meet diverse client needs.
Financial Advisor Disclosures to Know:
As a fiduciary, CORNERSTONE ASSET MANAGEMENT SERVICES, INC. is legally bound to act in the best interests of their clients at all times. The firm has a clean record with no client complaints or disciplinary actions on their record.