Cornerstone Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$169,080,583
Clients
115
Advisors
2
of 2 employees
About
Cornerstone Investment Advisors provides comprehensive financial planning and both discretionary and non‑discretionary portfolio management to individuals, families, trusts and estates, pension and profit‑sharing plans, charitable organizations, and small businesses. The firm manages roughly $181 million for about 115 clients through a small advisory team and also offers pension consulting, participant education, and access to third‑party sub‑advisors and model portfolios.
Investment advice is organized around strategic asset allocation grounded in Modern Portfolio Theory and global diversification, using mutual funds, ETFs, individual equities, fixed income, options and alternative vehicles as appropriate. The firm regularly uses sub‑advisors and, unusually for peers, may permit borrowing/margin in separately managed accounts and counts margin balances when calculating assets under management, a practice that can increase billable assets.
Distinctive operational features include an owner’s minority interest in a holding company that formed a federally chartered trust company to which the firm refers clients, and the firm’s acceptance of fee‑deduction authorizations and standing transfer instructions that can result in it being deemed to have custody in certain situations. Cornerstone also makes use of more complex instruments and strategies — including structured notes, buffer and leveraged/inverse funds, and potential cryptocurrency exposure — and provides ongoing account monitoring and tailored pension plan services.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial plans range from $1,000 to $10,000, retainer fees also charged
$0 - $1,000,000: up to 0.90% supervisory fee / up to 1.5% management fee $1,000,000 - $2,000,000: up to 0.80% supervisory fee / up to 1.4% management fee $2,000,000 - $8,000,000: up to 0.70% supervisory fee / up to 1.2% management fee $8,000,000 - $10,000,000: up to 0.60% supervisory fee / up to 1.0% management fee $10,000,000+: fees by proposal
Up to $300 per hour for financial planning services
Minimum fee: Financial planning fixed fees range from $1,000 to $10,000; hourly rate up to $300/hour Fee-only: Fees charged based on percentage of AUM, hourly charges, and fixed fees for financial planning and pension consulting
Main office
1790 38th Street, Suite 207
Boulder CO 80301
Advisors at this office
2
Most active in
Colorado · Texas
Also doing business as
Channer Darmour Yanari, LLC · Cornerstone Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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.
Advisors at this firm
Dennis C
CFP®, Series 63
Boulder, CO
Cornerstone Investment Advisors, LLC
Dennis Channer is a CFP® professional with 25 years of industry experience and has been with Cornerstone Investment Advisors, LLC since 2001. He holds a Series 63 license and is based in Boulder, Colorado. Outside of his advisory role, he is a member of The Private Trust Consortium, LLC, where he provides fiduciary support services. Cornerstone Investment Advisors offers comprehensive financial planning and investment advisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs strategic asset allocation grounded in Modern Portfolio Theory and constructs globally diversified portfolios using a range of investment vehicles, implementing client objectives through written investment policy statements, ongoing monitoring, and periodic rebalancing.
David D
CFP®, CFA®, Series 63, Series 65
Boulder, CO
Cornerstone Investment Advisors, LLC
David Darmour is a CFP® and CFA® with 25 years of experience at Cornerstone Investment Advisors, LLC in Boulder, CO, where he has worked since 2001. He is also involved with TFA Holdings, LLC, providing fiduciary support services related to business administration and tax filings. Cornerstone Investment Advisors offers financial planning and investment advisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach based on Modern Portfolio Theory and constructs globally diversified portfolios across multiple asset classes, implementing client objectives through written investment policy statements and ongoing portfolio management.
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