Assets Under Management
$8.3B
Number of Clients
741
Number of Advisors
21
Average Client AUM
$11.2M
AUM per Advisor
$395.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cornerstone Advisors Asset Management provides investment advisory services to institutional and individual clients. They offer tailored investment policies, risk management, asset allocation, and portfolio monitoring. Services include asset management, retirement plan consulting, planned giving, and private wealth services. Fees are negotiable and based on complexity and services.
| 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