Cornerstone Advisors Asset Management, LLC

Wealth Management Firm in Bethlehem, PA

Firm Info
Address: 74 W Broad St # 340, Bethlehem, PA 18018, USA
Phone: (610) 694-0900

Firm Size
Assets Under Management: $7.6 billion
# of Advisors: 25
# of Clients: 1,511
Client to Advisor Ratio: 60:1
Average Account Size: $5 million
# 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

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

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

Get Connected with a Financial Advisor

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Cornerstone Advisors Asset Management, LLC Overview

Cornerstone Advisors Asset Management, LLC is a fee-based registered investment advisory firm that has been providing investment advice since 2006. The firm is headquartered in Bethlehem, PA and only offers investment advice. Cornerstone Advisors Asset Management, LLC provides a range of investment services for both individuals and small businesses. These services include financial planning, as well as portfolio management for both individuals and small businesses. The firm also offers portfolio management services for businesses or institutional clients. In addition, the firm provides pension consulting services to help clients make informed decisions about managing their retirement plans. As a registered investment advisory firm, Cornerstone Advisors Asset Management, LLC is dedicated to delivering personalized investment strategies and solutions that meet its clients' unique financial needs. The firm offers a selection of other advisors to ensure that clients receive the best possible investment advice and services.

Cornerstone Advisors Asset Management, LLC is a reputable and well-established firm that serves a diverse range of clients. Among those that they cater to are individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types not listed. Regardless of the client's size or type, Cornerstone Advisors Asset Management, LLC provides personalized investment advisory services that meet their unique needs and goals. With their in-depth knowledge and expertise in financial management, Cornerstone Advisors Asset Management, LLC offers tailored solutions to help clients achieve their long-term financial objectives. To ensure that clients receive value for their investment, Cornerstone Advisors Asset Management, LLC provides fee structures that are based on the services provided. Clients have the option to choose between percentage of AUM or fixed fees, depending on their specific needs. The percentage of AUM fee structure is based on the assets under management (AUM) that the firm manages on the client's behalf. This fee is calculated as a percentage of the client's AUM value and can vary depending on the type of investment. On the other hand, fixed fees are a one-time charge paid by the client for a specific service, regardless of the AUM value. These fees are typically charged for consultation services, financial planning services, or other specialized advice. With these flexible payment options, clients can choose the best fee structure that suits their investment strategy and budget. Overall, Cornerstone Advisors Asset Management, LLC offers a transparent fee structure that ensures clients receive first-rate investment management services.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Cornerstone Advisors Asset Management, LLC does not mention an investment minimum.

How This Office Can Help Bethlehem, PA Residents

Cornerstone Advisors Asset Management, LLC helps clients in Bethlehem, PA by providing personalized financial planning and investment management services. They take a collaborative approach with their clients to understand their unique needs, goals, and financial situations. Whether it's planning for retirement, managing investments, or budgeting for daily expenses, Cornerstone Advisors Asset Management, LLC develops a customized plan to fit each client's specific needs. As a resident of Bethlehem, PA, someone may face various financial situations such as paying off student loans, saving for a down payment on a house, or planning for retirement. With the help of Cornerstone Advisors Asset Management, LLC, clients can manage their finances in a way that helps them achieve their goals. For example, they can help clients create a budget that allows them to save for both short-term and long-term goals. Additionally, they can assist clients in developing an investment portfolio that aligns with their specific risk tolerance and retirement goals. By working with Cornerstone Advisors Asset Management, LLC, individuals in Bethlehem, PA can feel confident in their financial future.

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

Services Offered by Cornerstone Advisors Asset Management, 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 Advisors Asset Management, 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)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

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 74 W Broad St # 340, Bethlehem, PA 18018, USA
Phone (610) 694-0900
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

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

  • California
  • District of Columbia
  • Florida
  • Maryland
  • Massachusetts
  • Nebraska
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

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