Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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 negotiable for amounts over $10 million.
Fee Estimator
Cornerstone's fees are negotiable and can be asset-based, a flat dollar fee, or a one-time project-based fee. For Private Wealth & Planned Giving Services, the annual fee is 1.00% on the first $1 million, 0.75% on the next $1 million, 0.50% on the next $3 million, and 0.35% on the next $5 million, with fees 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. Financial planning fees range from $2,500 to $100,000.
Areas of Practice
Advisor Information
Office location
74 West Broad Street, Suite 340, Bethlehem, PA, 18018
Get directionsRegulatory 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 Activities
Caroline works as a registered representative for M Holdings Securities, dedicating minimal time. She also works full-time for Cornerstone Advisors Asset Management, Cornerstone Institutional Investors, and Cornerstone Benefits, providing client services and investment operations support.