Cornerstone Investment Advisor, LLC is an adviser based in Baxter. It manages $68.5 million of regulatory assets for 710 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona and Minnesota.
Cornerstone Investment Advisor provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cornerstone Investment Advisor, LLC is $68.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cornerstone Investment Advisor, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Paul Benson has been acting as President since 1 Jan 2008. David Michael Lauer joined the executive team most recently as the Ceo, Chief Compliance Officer.
The principal office where Cornerstone Investment Advisor, LLC performs its advisory services is located at 14275 Golf Course Drive, #140, Baxter, MN 56425, which is also the mailing address of the firm. An additional office of the firm is in Belle Plaine, MN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (218) 829-2224. The normal business hours are 8-5 on Monday - Friday.