| Assets Under Management | 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. For Planned Giving Services, managed assets under $1 million will be billed at a quarterly minimum rate of $2,500.
74 West Broad Street, Suite 340, Bethlehem, PA, 18018
Get directionsNo 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 →Tyler is a registered representative with M Holdings Securities, Inc., and a consultant for Cornerstone Institutional Investors, LLC (insurance agency) and Cornerstone Advisors Asset Management, LLC (investment advisor). He dedicates about 10-20% of his time to M Holdings and Cornerstone Institutional Investors, and nearly full-time to Cornerstone Advisors Asset Management. Tyler also spends minimal time as Director of Travel for a youth soccer league.