Cornerstone Investment Advisors, LLC

Retirement Planning Firm in Boulder, CO

Firm Info
Address: 1790 38th St #207, Boulder, CO 80301, USA
Phone: (303) 545-5400

Firm Size
Assets Under Management: $139.7 million
# of Advisors: 2
# of Clients: 259
Client to Advisor Ratio: 130:1
Average Account Size: $539,365
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Cornerstone Investment Advisors, LLC Overview

Cornerstone Investment Advisors, LLC is a registered investment advisory firm located in Boulder, CO. Established in 2004, the firm has been providing investment advice only for over 17 years. With a focus on fee-only payment arrangements, Cornerstone Investment Advisors prioritize their clients' interests above all else. The firm offers a full suite of investment advisory services, including financial planning, portfolio management, and pension consulting services. Cornerstone Investment Advisors serves individuals and small businesses, as well as businesses and institutional clients. Their portfolio management services are tailored to fit each of their clients' unique needs and investment goals. In addition to their core services, Cornerstone Investment Advisors also provides selection services for other advisors, helping clients choose from a pool of vetted investment professionals. This service underscores the firm's commitment to providing comprehensive investment advisory services while addressing the holistic needs of their clients. With a reputation for excellence, Cornerstone Investment Advisors is a trusted partner for those seeking sound investment advice.

CORNERSTONE INVESTMENT ADVISORS, LLC is a leading financial advisory firm that caters to a diverse range of clients. They serve individuals, high net worth individuals, charitable organizations, and other corporation types not listed, and are committed to providing tailored financial solutions to meet the unique needs and objectives of their clients. Furthermore, the firm also serves other types of clients looking for personalized financial guidance. Additionally, CORNERSTONE INVESTMENT ADVISORS, LLC offers various fee structures to best suit the needs and requirements of their diverse client base. These fee structures are based on the type of service they provide and include a percentage of assets under management, an hourly fee, fixed fees, or a combination of different types of fees. The choice of fee structure is up to the individual client and may vary according to the nature of the financial guidance they require. Regardless of the fee structure, CORNERSTONE INVESTMENT ADVISORS, LLC remains committed to providing the highest level of expertise and professionalism to ensure optimal outcomes for their clients.

Typical Clients, Fee Structures & Investment Minimum

According to CORNERSTONE INVESTMENT ADVISORS, LLC's Part 2 Brochure, there is no mention of an investment minimum. Therefore, it is unclear what the minimum investment amount is for this firm.

How This Office Can Help Boulder, CO Residents

Cornerstone Investment Advisors, LLC provides customized financial planning and investment management services to clients in Boulder, CO. With a focus on long-term solutions and a commitment to understanding each client's unique financial goals, the firm aims to help individuals and families achieve financial stability and security. Living in Boulder, CO can present certain financial challenges, such as high living costs and a competitive job market. Cornerstone Investment Advisors, LLC can assist clients in navigating these challenges, offering advice on budgeting, planning for retirement, and managing debt. In addition, the firm provides investment management services, helping clients build and maintain diversified portfolios that align with their personal risk tolerance and long-term financial objectives. By offering tailored financial advice and solutions, Cornerstone Investment Advisors, LLC aims to help clients in Boulder, CO achieve financial success and peace of mind.

To view the Minimum Investment and Fee Schedule for Cornerstone Investment Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Cornerstone Investment Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Cornerstone Investment Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1790 38th St #207, Boulder, CO 80301, USA
Phone (303) 545-5400
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Cornerstone Investment Advisors, LLC is registered to service clients in the following states:

  • Colorado
  • Texas

Disciplinary History

Cornerstone Investment Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs