Cornerstone Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,957,169
Clients
240
0% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
240
Very HighAverage account size
$103,988
About
Cornerstone Advisory serves individuals, retirement-plan participants, trusts, estates, charitable organizations and business clients, offering portfolio management alongside broader financial planning and advisory services. The firm’s brochure highlights a proprietary “Financial Engineering” process that compiles an economic model of a client’s situation for use in reviews and planning.
The firm describes its investment analysis as fundamentally driven, using research sources such as corporate filings and rating services, and recommends common vehicles including mutual funds, bonds and equities. Cornerstone states that client relationships are primarily non‑discretionary and that its comprehensive work typically includes substantial non‑securities advice — for example, on tax, insurance and estate planning — alongside securities recommendations.
Several features in the brochure are atypical for this peer group: it discloses receiving commissions and selling insurance products, sponsors private oil and gas funds, and reports a high client load relative to reported securities assets (about 240 clients and roughly $25 million of non‑discretionary securities assets). The firm also documents multiple solicitor/referral relationships and presents both AUM‑style fee language and a description of a one‑time advisory fee, a combination of practices that departs from the common supported‑firm model.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Retirement plan consulting
Expertise
General tax planning
Fee options
$0 - $250,000: 1.95% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.25%
Commissions from issuers of specified securities and insurance products
Hourly fees ranging from $50 to $250 per hour
Minimum fee: $3,000 - $7,500 fixed fee for advisory services Fee-only: Fixed fees ($3,000 - $7,500) and hourly fees ($50 - $250 per hour), 100% payable upfront
Main office location
Cornerstone Advisory
801 Asbury Drive, Suite D
Mandeville LA 70471, United States
Number of offices
1
Most active in
Cornerstone Advisory has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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