Cornerstone is a small investment advisory firm based out of Reno, NV, with one office. With a total of 11 employees, four of them specialize in providing investment advisory services. The firm boasts an average of approximately $91,090,000 in assets under management per investment advisor, which aligns with the industry average.
Cornerstone's compensation structure incorporates various types, including a percentage of assets under management. Their expertise lies in managing assets from employer 401Ks and individual clients, which collectively account for around half of their assets under management. Notably, all the assets the...
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Assets Under Mgmt
$364.36M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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