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The fee is billed in advance, is negotiable and has a $9,500 annual minimum.","source":"CORNERSTONE ADV PART 2A -MARCH 2026, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cornerstone Advisory use?","answer":"Cornerstone Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $2.02B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cornerstone Advisory have?","answer":"Cornerstone Advisory has 9 investment adviser representatives registered with state securities authorities, out of 19 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cornerstone Advisory invest in?","answer":"At the end of its last fiscal year, Cornerstone Advisory’s separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 6% cash and equivalents, 6% other, 5% investment grade corporate bonds, 3% non-exchange-traded equities and 1% pooled vehicles (private funds and similar). 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