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Most financial advisors are truly marketing representatives who are being paid by the product they sell you. Often, they are cashing in on hidden fees and recommending funds that offer kickbacks meaning your needs are being sent to the back of the line. At the end of the day, that's not objective financial advice, it's sales. Unfortunately, that's how the industry is set up. And that is why we came to be
Our goal is to shed light on the financial marketplace rather than hiding behind industry jargon to complicate matters and obscure mediocre advice. We don't sell investments or work for a commission. Our advice is objective, unbiased, and based on your needs, not the selection of funds we are allowed to offer. This is because we are not tied to a mutual fund company, a bank or the limited proprietary products of one brokerage house or insurance firm.
Cornerstone Investment Management & Consulting, LLC, 713 Belrose Avenue, Daphne, AL 36526. Fee only investment management, hourly financial advice or planning.
Cornerstone is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC) and based on the Eastern Shore of Mobile Bay in Daphne, Alabama.
For more information about our firm or to receive a copy of our disclosure form ADV, please email us at advrequest@csimac.com or call 251-626-6292.
Customized Analysis. Experienced Advice.
Investwithcornerstone.com
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