How does CORNERSTONE INVESTMENT ADVISORS, LLC help clients – Key Takeaways:
CORNERSTONE INVESTMENT ADVISORS, LLC is a trusted and experienced financial advisory firm committed to providing personalized and comprehensive financial advice to its clients. With a team of expert advisors, the firm aims to help clients achieve their financial goals and secure their financial future.
Facts and Insights:
CORNERSTONE INVESTMENT ADVISORS, LLC has been in the business for over 20 years, providing financial guidance to a wide range of clients. The firm is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). As of 2020, the firm has over $1 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $1 billion | 10 |
Financial Services Offered:
CORNERSTONE INVESTMENT ADVISORS, LLC offers a range of financial services to meet its clients’ diverse needs. These services include investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm takes a holistic approach to financial planning and aims to provide comprehensive solutions that align with each client’s unique financial goals and objectives.
Client Types:
CORNERSTONE INVESTMENT ADVISORS, LLC serves individuals, families, and businesses looking for professional and personalized financial advice. The firm caters to a diverse client base and has experience working with clients from various backgrounds and financial situations.
Fees & Compensation:
The fees and compensation structure at CORNERSTONE INVESTMENT ADVISORS, LLC are transparent and straightforward. The firm charges a percentage of assets under management as its advisory fee, which is typically between 1% to 2% depending on the size of the portfolio. The firm may also charge a flat fee or hourly rate for financial planning services, depending on the client’s needs.
Background:
CORNERSTONE INVESTMENT ADVISORS, LLC was founded in 1998 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. The firm’s team of advisors has a diverse background and brings a wealth of experience and knowledge to help clients navigate the complex world of finance.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CORNERSTONE INVESTMENT ADVISORS, LLC is held to a fiduciary standard, which means the firm is required to act in its clients’ best interests at all times. The firm also discloses any potential conflicts of interest to clients and always prioritizes their financial well-being.