Overview
- Headquarters
- Hunt Valley, MD
- Total Firm Assets
- $2.2 billion
- Average High-Net-Worth Client Portfolio Size
- $4.1 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: CORNERSTONE ADVISORY, LLC (2025-04-14)
· View brochure text
Latest filing: CORNERSTONE ADV PART 2A -MARCH 2026 (2026-03-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 0.95% |
| $2,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $10,000,000 | 0.70% |
| $10,000,001 | $20,000,000 | 0.60% |
| $20,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $9,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,500 | 0.95% |
| $5 million | $44,500 | 0.89% |
| $10 million | $79,500 | 0.80% |
| $50 million | $289,500 | 0.58% |
| $100 million | $539,500 | 0.54% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 82.48%
- Number of High-Net-Worth Clients
- 452
- Total Client Accounts
- 3,135
- Discretionary Accounts
- 3,135
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 142359
- CORNERSTONE ADV PART 2A -MARCH 2026 (2026-03-24) · View brochure text
- CORNERSTONE ADVISORY, LLC (2025-04-14) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗