Cornerstone Financial Consulting LLC is a highly reputable financial consulting firm that has been providing expert financial advice to clients since its inception. With a team of experienced and knowledgeable advisors, Cornerstone Financial Consulting LLC offers a wide range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Here are some key takeaways on how Cornerstone Financial Consulting LLC helps clients:
- Expert financial guidance from an experienced and knowledgeable team of advisors
- Wide range of financial services offered to meet various client needs
- Customized financial solutions tailored to each client’s unique situation
- Commitment to building long-lasting relationships with clients
Facts and Insights
Here are some important facts and insights about Cornerstone Financial Consulting LLC:
- Founded in 2003
- Assets under management – $500 million
- Number of advisors – 10
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
| 2003 | $500 million | 10 |
Financial Services Offered
Cornerstone Financial Consulting LLC offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Cornerstone Financial Consulting LLC serves a diverse range of clients, including:
- High net worth individuals
- Families
- Business owners
- Retirees
- Corporate executives
Fees & Compensation
Cornerstone Financial Consulting LLC follows a fee-based compensation structure, with fees based on a percentage of assets under management. This ensures that the firm’s interests are aligned with its clients’ interests.
Background
Cornerstone Financial Consulting LLC was founded in 2003 with the goal of providing expert financial guidance and building long-term relationships with clients. The firm’s team of advisors have a combined experience of over 50 years in the financial industry, making them well-equipped to handle a wide range of client needs.
Financial Advisor Disclosures to Know
As a trusted financial consulting firm, Cornerstone Financial Consulting LLC understands the importance of transparency and disclosure. Here are some important things to know:
- All advisors at Cornerstone Financial Consulting LLC are registered with the Securities and Exchange Commission (SEC) or state securities regulators
- The firm has no disciplinary actions or disclosures on its record
- All fees and compensation are clearly outlined and fully disclosed to clients