Cornerstone Asset Management, Inc.

Cornerstone Asset Management, Inc. (CRD# 113635) is a financial advisory firm headquartered in Naperville, IL. They manage $20,000,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $266,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Cornerstone Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John-marc Berthoud
CRD#: 3090606
564 S. Washington Street, Naperville, IL 60540
93
Wealthminder
score

John-marc Berthoud (CRD# 3090606) is an Investment Advisor Representative working at Cornerstone Asset Management, Inc. in Naperville, IL and has over 18 years of experience in the finance industry.

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