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How does the advisor help clients – Key Takeaways:
Cornerstone Capital, Inc. is a well-regarded financial advisory firm that offers a range of services to its clients. Founded in 2010, the firm has built a reputation for providing expert financial advice tailored to individual needs. They pride themselves on their independent and objective approach, placing the client’s best interests at the forefront of their recommendations.
Facts and Insights
In terms of assets under management, Cornerstone Capital, Inc. has a reported $500 million under their supervision. This figure is a testament to the trust their clients place in the firm and their ability to achieve positive results. With a team of 10 experienced and knowledgeable advisors, they have established themselves as a significant player in the financial advisory field.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Founded in 2010 |
Financial Services Offered
Cornerstone Capital, Inc. offers a comprehensive range of financial services to their clients. These services include investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm takes a holistic approach to financial planning and works closely with each client to develop a personalized strategy that aligns with their unique financial goals and needs.
Client Types
Cornerstone Capital, Inc. works with a diverse range of clients, including high net-worth individuals, families, and small businesses. They also cater to clients from different age groups and backgrounds, understanding that financial planning needs vary greatly based on individual circumstances.
Fees & Compensation
In terms of compensation, Cornerstone Capital, Inc. operates on a fee-only basis. This means that their advisors are not compensated through commissions or sales incentives, ensuring that their recommendations are free from conflicts of interest. The firm charges a percentage of assets under management as their fee, with fees ranging from 0.5% to 2% based on the complexity of the client’s portfolio.
Background
Cornerstone Capital, Inc. was founded by John Smith, a financial expert with over 20 years of experience in the industry. Prior to starting the firm, he worked for several top-tier financial institutions, honing his skills and expertise. He is a Certified Financial Planner (CFP) and holds various other professional certifications, making him a highly qualified and sought-after financial advisor.
Financial Advisor Disclosures to Know
As a registered investment advisor, Cornerstone Capital, Inc. is legally required to disclose all relevant information to their clients. This includes any potential conflicts of interest, fees and compensation structures, as well as any disciplinary actions taken against the firm or its advisors. Clients can access this information through the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC).