Mark Davidson
Mark Davidson is a CFA-designated registered investment advisor at Cornerstone Investment Management and Consulting,llc, based in Daphne, AL, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $76M 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 $1.0M | 1.10% |
| $1M+ | 0.90% |
Fees are non-negotiable except in extraordinary circumstances. Investment management accounts may be householded and shareowners in the registrant may receive a discount from the standard fee schedule, solely at the discretion of the registrant.
Fee Estimator
Location
2210 Main Street, Suite E, Daphne, AL, 36526
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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 →Employment History
Current Registrations
Cornerstone Investment Management and Consulting,llc
State Registrations5 states
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