Cornerstone Advisors Inc.
Cornerstone Advisors Inc. (CRD# 110908) is a financial advisory firm headquartered in Bellevue, WA. They manage $3,960,599,929 in 4,178 accounts and serve the financial needs of clients across 10 states (or territories).
Total Assets Under Management3,961MILLION
Total Number of Accounts4,178ACCOUNTS
Average Account Value$947,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, FL, MA, NY, OR, TX, WA