Cornerstone Advisory, headquartered in Hunt Valley, MD, is a prominent investment advisory firm renowned for its expertise in managing high net worth individuals' assets. With two offices, the firm boasts a team of 14 professionals, seven of whom specialize in providing top-notch investment advisory services. Cornerstone Advisory maintains an impressive average of $216,570,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with...
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Assets Under Mgmt
$1.52B
Investment Professionals
7
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
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