Paul Slakter is a registered investment advisor at Cornerstone Investment Partners, LLC, based in Tampa, FL, with 24 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 419 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.55% |
| $20.0M - $40.0M | 0.45% |
| $40M+ | 0.35% |
This fee schedule is for Institutional Client Large Cap. Other fee schedules apply for Institutional Client Mid & SMID Cap and Institutional Client Small Cap. Fees are negotiable.
Fee Estimator
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul owns multiple single-family rental properties, some directly and some through Nugget Capital LLC and SHMY Capital I, LLC, where he is the sole managing member. He spends minimal time on these activities, as management companies handle day-to-day operations.
Employment History
Current Registrations
Cornerstone Investment Partners, LLC
Previous Registrations
American Beacon Advisors, INC.
Resolute Investment Distributors, INC.Broker
Vp Distributors LLCBroker
Virtus Fund Advisers, LLC
Ridgeworth Distributors LLCBroker
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Eagle Asset Management INC
Raymond James & Associates, INC.Broker
State Registrations1 state
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