Where innovation meets efficiency
Built to drive growth and foster innovation, our platform helps you work smarter, not harder.
Showcase your groundbreaking ideas and solutions in our 8% Innovation Challenge.
Creative questlet your imagination soar and create something extraordinary.
Join our 90% Impact Initiative and be part of a movement that's making a difference.
Dive into our 26+ Entrepreneurial Endeavor and take your business to the next level.
The design prowess of Summit is truly remarkable. Their ability to translate abstract concepts into visually stunning representations is nothing short of exceptional
With a focus on innovation, our platform empowers businesses to reach new heights. From seamless integrations to powerful analytics, we’ve got what it takes to fuel your success.
Our company has a inclusive culture that fosters collaboration, and growth. We believe in creating an environment where every team member feels valued and empowered to contribute their best ideas.
With open communication and supportive atmosphere encourage innovation and continuous learning, allowing us to stay at the forefront of the SaaS industry.
Advisory accounts have a $25,000 minimum for non-qualified and a $5,000 minimum for qualified. Brokerage accounts, we have no minimum account size at Cornerstone Financial Consultants.
Cornerstone Financial has a “fee-based” managed asset platform and a brokerage platform. The majority of our clients engage with us through the managed platform. On the managed platform, we charge an asset-based fee and have discretion over the accounts. There are no commissions on trades on the platform. Clients/potential clients discuss the flat fee with the advisor, based on account size. Fees are paid quarterly based on the value of the account on the last trading day of the quarter.
A small number of clients will engage us through our brokerage platform. Those clients do not pay an asset-based fee, they pay a commission on a sell or purchase.
No, we do not currently offer these services. We do work very closely coordinating our clients' affairs with all of their professional services team members.
Yes, you can log onto our website or through Cambridge’s website.
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