Cornerstone Select Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$134,243,879
Clients
204
Advisors
3
of 4 employees
About
The firm provides discretionary asset management and customized portfolio services to a mix of individual and high‑net‑worth clients, as well as trusts, banks, corporations and other investment advisers. Like many firms in its category, it charges asset-based advisory fees and focuses on ongoing portfolio management for individual clients.
Cornerstone Select employs a top‑down investment process that emphasizes value‑based metrics supplemented by a technical trading overlay; security selection is driven by analysis of cash flow, invested capital and peer‑group capital charges to estimate economic value, while technical indicators are used to time entries and exits. Portfolios are monitored continuously and can be tailored to client objectives and written investment restrictions.
The firm is atypical among peers in that it both serves and sub‑advises other investment advisers, and several principals and registered employees are licensed insurance agents who may recommend and be compensated for insurance products. Its most recent brochure discloses material changes, including a revision to its fee schedule and a decision to no longer exercise proxy‑voting authority on clients’ behalf, with clients receiving proxy materials directly from custodians.
Client services
Expertise
Fee options
Negotiable up to a maximum of 1.5% annually
Advisory professionals may receive commissions for the sale of insurance products; may receive sales, service, or administrative fees for mutual funds or other investment products
Account minimum: $250,000
Main office
13171 Olive Boulevard, Suite 302
St. Louis MO 63141
Advisors at this office
3
Most active in
California · Florida · Iowa · Missouri · New York · Texas
Also doing business as
Cornerstone Select Advisors, LLC · First Financial Consultants, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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