Jennifer Bauder
Jennifer Bauder is a registered investment advisor at Cornerstone Advisors Asset Management, LLC, based in Bethlehem, PA, with 28 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 741 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees are fully negotiable for amounts over $10 million.
Fee Estimator
Location
74 West Broad Street, Suite 340, Bethlehem, PA, 18018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer is a registered representative with M Holdings Securities, Inc. and provides client service for Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC. Jennifer spends minimal time on M Holdings Securities, Inc. and Cornerstone Institutional Investors, LLC, but dedicates nearly all of her time to Cornerstone Advisors Asset Management, LLC.
Employment History
Current Registrations
Cornerstone Advisors Asset Management, LLC
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Cornerstone Institutional Investors, LLC
National Planning CorporationBroker
Securities America, INC.Broker
Mutual of America Life Insurance CompanyBroker
Prudential Investment Management Services LLCBroker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.