Erik Lentz
Erik Lentz is a registered investment advisor at Cornerstone Advisors Asset Management, LLC, based in Bethlehem, PA, with 16 years of industry experience. Erik 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
Get directionsHistory
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
Erik works as a Registered Representative for M Holdings Securities, LLC, and provides client service for Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC, dedicating minimal time to each of these roles except for Cornerstone Advisors Asset Management, where he spends nearly full-time hours. Erik also serves as a board member and Treasurer for The Baum School of Art, spending minimal time on these activities.
Employment History
Current Registrations
Cornerstone Advisors Asset Management, LLC
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
Previous Registrations
Cornerstone Institutional Investors, LLC
Park Avenue Securities LLCBroker
Guardian Investor Services LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
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.