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Cornerstone Fiduciary Investment Services, Lcc (Uniontown)


Cornerstone Fiduciary Investment Services, Lcc is a pension cosultant based in Uniontown. It manages $9.39 million of regulatory assets for 176 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Ohio.

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Cornerstone Fiduciary Investment Services, Lcc provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cornerstone Fiduciary Investment Services, Lcc: assets under management

The assets under management (AUM) of Cornerstone Fiduciary Investment Services, Lcc is $9.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cornerstone Fiduciary Investment Services, Lcc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Uniontown

The principal office where Cornerstone Fiduciary Investment Services, Lcc performs its advisory services is located at 1507 Boettler Road, Uniontown, OH 44685, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-896-6258 or by fax 330-896-6295. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.azsure.com.


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