Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Cornerstone Advisors discloses a maximum investment advisory fee of 1.00% of assets under management in its Form ADV Part 2A (March 24, 2026), and says it may negotiate a lower fee. Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 24, 2026): “Our maximum investment advisory fee as a percentage of assets under management is 1.00%. The specific advisory fees are set forth in your Investment Management Agreement. We may negotiate a lower advisory fee.”
Note: CRD 114510 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. The registrant is Cornerstone Advisors, LLC of Topeka, Kansas. The firm reports about $265.1 million in regulatory assets under management. The priced figure is the stated maximum advisory fee on assets under management, and the brochure states the firm has no minimum initial account value.
The published maximum: 1.0% per year (The priced figure is the 1.00% stated maximum on assets under management, which includes advisory services, trade execution and investment supervision. Custodians may charge transaction costs, custodial fees, redemption fees and retirement plan fees, and fees charged by independent third-party money managers, fund expenses, deferred sales charges and similar third-party charges are in addition to the advisory fee. Financial planning and consulting are billed separately at hourly rates of $150 to $300. None of those add-ons are in the figures below.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
Each balance is priced at the stated 1.00% maximum annual advisory fee applied to the whole household asset value. The brochure discloses no minimum annual dollar fee, so no floor applies. These are ceiling figures, not typical charges, since the brochure says a lower fee may be negotiated.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Cornerstone Advisors’s own published maximum rate runs up to $5,000 a year.
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- Form ADV Part 2A (March 24, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034349
- SEC Investment Adviser Public Disclosure, Cornerstone Advisors, LLC (CRD #114510): https://adviserinfo.sec.gov/firm/summary/114510
- Cornerstone Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/114510/PDF/114510.pdf
Methodology. This page was built September 28, 2026, drawing on Cornerstone Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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