Cornerstone Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,272,080
Clients
18
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
TypicalAverage account size
$126,227
About
Cornerstone Asset Management, LLC is a single-advisor registered investment adviser that provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm serves a small client base and offers both discretionary and nondiscretionary portfolio management alongside limited-scope consulting engagements.
The firm follows a planning-driven process that begins with client data gathering, a written risk assessment, asset-allocation decisions, implementation, and periodic rebalancing. For security selection it emphasizes fundamental analysis for individual equities, adheres to an efficient-market perspective, and generally avoids short-term trading and technical market-timing strategies.
Noteworthy features include a fee-only business model with separate written engagements for planning and investment management and a custodial approach that can lower management costs when clients hold American Funds directly through a specific custodian. As a solo practice with modest assets under management and no additional staff, the firm maintains direct advisor oversight of accounts and does not vote proxies on client securities, leaving proxy voting to clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
Cash flow / budgeting
Fee options
Fixed fees for comprehensive financial plans billed at $225/hour, generally requiring 5 to 30 hours; minimum deposit up to $1,500
$0.00 - $24,999: 2.0% annually (0.50% quarterly) $25,000 - $39,999: 1.5% annually (0.375% quarterly) $40,000 - $500,000: 1.00% annually (0.25% quarterly) $500,000 - $2,000,000: 0.50% annually on next $1,500,000 (0.125% quarterly) $2,000,000+: No additional fees
$225 per hour for consulting services and financial planning
Account minimum: $40,000 Fee-only: Investment management fees on a tiered schedule as above; hourly fees at $225/hour; fixed fees for comprehensive financial planning billed at $225/hour with minimum deposit up to $1,500
Main office location
Cornerstone Asset Management, LLC
Hudsonville MI, United States
Number of offices
1
Most active in
Cornerstone Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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