CORNERSTONE – Your Trusted Financial Advisor
CORNERSTONE is a premier financial advising firm committed to helping clients achieve their financial goals. The team at CORNERSTONE comprises of seasoned financial professionals who have extensive experience and knowledge in various areas of finance such as investments, retirement planning, risk management, and wealth management. CORNERSTONE serves a diverse clientele, including individuals, families, and businesses, and provides custom-tailored solutions that address their unique financial needs.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive financial planning and wealth management services.
- Creates personalized strategies to help clients achieve their financial goals.
- Provides unbiased advice and fiduciary services.
- Educates clients about financial matters and helps them make informed decisions.
Facts and Insights:
Below are some key facts and insights about CORNERSTONE:
| Assets Under Management | $500 million (as of 2021) |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 12 years (since 2009) |
Financial Services Offered:
CORNERSTONE offers a wide range of financial services to cater to the diverse needs of its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Debt management
- Cash flow analysis
Client Types:
CORNERSTONE works with a diverse group of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Non-profit organizations
Fees & Compensation:
CORNERSTONE believes in transparent and fair fee structures and offers a fee-only compensation model. This means that the firm does not receive any commissions or incentives from third parties, giving its clients peace of mind and ensuring unbiased advice.
The firm’s fees are based on a percentage of assets under management, with fees ranging from 1%-2% depending on the complexity of the client’s financial situation. The firm also offers hourly consultations for specific financial planning needs.
Background:
CORNERSTONE was founded in 2009 by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. The firm has since grown to include a team of 10 experienced advisors with diverse specializations and a combined experience of over 100 years. The team at CORNERSTONE is committed to ongoing education and keeps up-to-date with the latest trends and developments in the financial industry to provide its clients with the best possible advice.
Financial Advisor Disclosures to Know:
As a responsible and ethical financial advising firm, CORNERSTONE believes in always being transparent with its clients. Here are some important disclosures to know:
- CORNERSTONE and its advisors are held to a fiduciary standard, meaning they are required to act in the best interest of their clients at all times.
- CORNERSTONE does not have any legal or disciplinary actions or sanctions against it or its advisors.
- CORNERSTONE may receive compensation from certain third-party products or services recommended to clients, but always discloses it to the clients and acts in their best interest.