Michael C Curtis

Cornerstone Investment Services

20 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Cornerstone Investment Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

86 clients

Average Client Portfolio

$615K average

Assets Under Management

$52.9M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

245 Waterman Street, Suite 301, Providence, RI, 02906

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History

Regulatory History (1)

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Financial

December 2015

Final

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Other Business Activities

Michael is an advisory representative for Cornerstone, a registered investment advisor. This activity is investment-related.

Employment History

Current Registrations

Cornerstone Investment Services

May 2009 - Present · 16 yrs 9 mos

Previous Registrations

Vestech Securities, INC.Broker

June 2019 - October 2020 · 1 yr 4 mos

Cornerstone Investment Services

October 2008 - May 2009 · 7 mos

Cantella & CO., INC.Broker

June 2008 - June 2019 · 11 yrs

Dean Witter Reynolds INC.Broker

February 1986 - August 1988 · 2 yrs 6 mos

State Registrations4 states

FLMAMERI

Advisor

Exams

No exam information available for this advisor.