Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers various investment management services, including wrap fee programs and advisory services. Fees vary based on the program chosen, the amount of assets managed, and the rate negotiated with your Financial Professional. Minimum account sizes vary by program. Clients also pay separately for trade execution and third-party sub-advisors in non-wrap advisory services.
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 ActivitiesSells Insurance
Rita works as a registered representative for M Holdings Securities, Inc. and provides client service for Cornerstone Institutional Investors, LLC (insurance agency) and Cornerstone Advisors Asset Management, LLC (investment advisor). Rita spends minimal time on the first two activities and nearly all of her time on the last.