Kornerstone, Inc.

Kornerstone, Inc., established in 2014 in California, offers a range of investment advisory services to individuals and various client types. As a fiduciary, the firm prioritizes acting in the client's best interest. Services include Wrap Asset Management and Pension/Retirement Plan Consulting, providing services like investment policy statements, asset allocation, and investment monitoring. Financial Planning & Consulting services cover areas such as Investment Planning, Retirement Planning, and Estate Planning. The firm charges fees based on assets under management, with annual rates up to 1.50% for plan assets. Clients may place restrictions on investments, and the firm does not accept performance-based fees. Kornerstone primarily uses fundamental analysis for investment strategies, offering individual stocks, ETFs, and mutual funds. Clients are advised on potential investment risks, with no guarantee of meeting investment goals. The firm does not have any disciplinary events, and representatives are licensed insurance professionals. Kornerstone does not receive commissions or soft dollars, and clients receive account statements directly from custodians. The firm does not provide financial information in the brochure due to specific criteria not being met.