Stephen Gordon
Cornerstone Asset Management

Tel: (303) 779-2524
One DTC 5251 DTC Parkway
Suite 990
Greenwood Village, CO 80111

Wealth Management done the right way

Cornerstone Asset Management | Financial Advisor in Greenwood Village ,CO

About Cornerstone Asset Management

Cornerstone Asset Management is an independent financial services firm based in Denver, Colorado. We operate as a branch office of Securities America, Inc.member FINRA/SIPC. We specialize in comprehensive financial planning and dynamic asset allocation strategies. Whatever your needs may be - portfolio management, retirement planning, estate planning, risk management, money management or educational planning -we offer strategies that are consistent with your unique values, goals and financial objectives.

We provide a variety of portfolio management solutions including our Active Tactical Asset Allocation Modeling system. Our Investment Advisory Services are offered through CUE Financial Group, Inc., a SEC Registered Investment Advisor.

Our mission at Cornerstone Asset Management is to provide exceptional service and to help our clients reach their goals for the reasons that are most important to them.


General Information

Firm Start Year:   1997
No.of Employees:   2-4
Name of Broker/Dealer:   Securities America
Name of Custodial Firm:   Charles Schwab, Pershing LLC
States Licensed in:   CO,AZ,NM,TX,WY,KS,MT,OR,CA,NV,PA,ID,UT,WI,LA

Advisory Services offered in CO,NM,OR,PA
Number of Years with Current Firm:   2
I work with the following types of clients:   Individual Investors , Businesses


Services

Investment Types:   Options , Mutual Funds , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments
I can meet clients in the following ways:   Via phone , At your home , At your office , At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life , Annuity , Life , Variable Annuity

Firm Information

Firm's Number of Clients:   195
Firm's Number of Planning Clients:   100
Firm's Number of Managed Clients:   175
Assets Managed by Firm:   $90 Million
Advisor's Number of Clients:   195
Advisor's Number of Managed Clients:   175
Advisor's Number of Planning Clients:   100
Assets Managed by Advisor:   $90 Million


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Flat Fee , Based on Assets , Hourly , Commissions
Fee % Based on Assets:   1-1.5%
Hourly Rate:   $200
Flat Fee Rate:   $500



Faqs

  • Do you have a customer satisfaction or refund policy? No. Member of BBB for over 4 years. Results speak for themselves
  • What are your qualifications? What is your education background? Economics degree from University of New Mexico. Registered Investment Advisor Representative, Series 24 and Series 7
  • What is your approach to financial planning? All planning servies based on the comprehensive fundamentals of Financial Planning
  • What services do you offer? Planning, Implimentation, Ongoing Asset Management
  • How many clients do you currently manage? 180 clients
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Stephen Gordon

Stephen Gordon

Office Hours

wiseradvisor-balck-li-img Mon. 7:00 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 7:00 AM - 4:30 PM
wiseradvisor-balck-li-img Wed. 7:00 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 7:00 AM - 4:30 PM
wiseradvisor-balck-li-img Fri. 7:00 AM - 2:30 PM