Thomas
Balis
Cornerstone Portfolio Research
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About this Advisor
Thomas Balis is a chartered financial analyst based out of Chester Springs, Pennsylvania with 2 years of relevant experience. Balis is currently employed by Cornerstone Portfolio Research. Over the course of their career, they have held roles at Hoover Financial Advisors, Cornerstone Portfolio Research, Cornerstone Porfolio Research and H&R Block. Balis is registered to advise clients in Pennsylvania. Cornerstone Portfolio Research is a financial advisory business operating in Chester Springs, Pennsylvania. It has offices in four locations and just five people on staff. It handles $369 million in assets under management among its two client accounts, placing it among the larger financial advisory firms in the country by assets under management. Cornerstone Portfolio Research offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on the type of financial services. However, fees charged by Cornerstone Portfolio Research most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Portfolio Research Brokerage Details
$368,614,701
5
2
$184,307,350
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Thomas Balis Work History
Thomas has been registered as a financial advisor for 2 years.*
Cornerstone Porfolio Research
Cornerstone Portfolio Research
Hoover Financial Advisors
H&R Block
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Balis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Portfolio Research
Chester Springs, PA
Edina, MN
Chester Springs, PA
Chester Springs, PA
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