Cornerstone Advisors
Assets Under Management
$244.7M
Number of Clients
459
Number of Advisors
3
Average Client AUM
$533K
AUM per Advisor
$81.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cornerstone Advisors, located in Topeka, Kansas, offers investment advisory services to individuals, high net worth individuals, corporations, charitable organizations, trusts, and estates. They manage accounts on a discretionary or non-discretionary basis, allocating assets among various investment types based on client objectives, risk tolerance, and time horizons. Financial planning is included for most asset management clients, with separate fees for more complex planning.
Fee Structure
Investment management fees are based on a percentage of assets under management, with a maximum fee of 1.00%. The specific fee is outlined in the Investment Management Agreement and may be negotiable. Financial planning fees range from $150 to $300 per hour and are negotiable. Consulting fees also range from $150 to $300 per hour. The custodian will directly debit advisory fees from client accounts.
Areas of Practice
Location
6540 SW 10th Avenue, Topeka, KS, 66615