Cornerstone Advisory, LLC

Overview

Cornerstone Advisory, LLC is an individually owned limited liability company operating as a non-independent retail registered investment adviser. The firm serves both individual and family clients as well as institutional relationships, and acts as a capital allocator that selects outside managers in addition to managing client portfolios directly. Its advisory work emphasizes portfolio management for individuals and small businesses and includes the selection of other advisers; pension consulting services are also listed among its activities, though it is not classified as a dedicated pension consultant in its regulatory profile. Cornerstone uses a mix of fee structures — percentage of assets under management, fixed fees, and other arrangements — and does not identify as an active ESG investor.

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