| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.95% |
| $750K - $1000K | 1.70% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.40% |
| $5M+ | 1.35% |
Investment Advisor Supervisory Fees are negotiable.
245 Waterman Ave Ste 301, Providence, RI, 02916
Get directionsJohn is involved with Cornerstone Investment Services, an RIA, since 1999, and spends minimal time selling life insurance and fixed annuities. He also receives rental income from office space and is the President of 1320, Inc., which will own Cornerstone Investment Services, LLC and deal in non-investment related retail sales of goods, spending a few hours per week on this.