Cornerstone Asset Management Services

Cornerstone Asset Management Services at a glance

• One of 337 fee-only firms based in Ohio in the Wellspent graph.
• 3 advisors are listed here; 1 of 3 hold the CFP.
• Its Form ADV reports 9 employees and 280 individual clients, 56 of them high net worth.
• Its average account is about $78,000 (assets it manages divided by its 480 accounts).

Fee-only advisors in Ohio · What fee-only advisors charge in Ohio

Facts

Cornerstone Asset Management Services fees

Cornerstone Asset Management Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Christine Bules

  ChFC

• Jay McClellan

  CFP

• Timothy Baker