Cornerstone Advisors - Investment Advisers

About Cornerstone Advisors

Cornerstone Advisors, LLC is a registered investment adviser headquartered in Topeka, Kansas. It is listed in the directory of US investment advisers, and its regulatory assets under management are $265.13 million. The firm has two employees. The firm describes itself as a financial planning and investment advisory practice. Its services include investment management, portfolio management with asset allocation, and ongoing performance monitoring. It also offers retirement planning, cash flow and budgeting, estate and wealth transfer planning, and life, disability and long-term care planning. Its clients include individuals, families and small businesses, and it coordinates with other professionals when needed. According to the firm's own materials, it is paid a flat fee or a flat percentage rather than earning money from specific investments it recommends. The firm states that it operates under fiduciary standards and discloses potential conflicts of interest. It is one of the investment advisers in Kansas in this directory. --- Note: Only two link slots were provided, so this text uses both. The brief asked for three to five links, so you may want to supply more slots.

Key Facts

Assets Under Management

$265.13M

Employees

2

SEC File Number

801-110649