Mark Branson is a CFA-designated registered investment advisor at Cornerstone Capital, INC., based in Palo Alto, CA, with 22 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 166 clients with $1.3B 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 $5.0M | 1.00% |
| $5.0M - $20.0M | 0.70% |
| $20M+ | 0.40% |
Fees are negotiable at Cornerstone's discretion. Certain clients such as nonprofit and long-standing clients may pay lower fees.
Fee Estimator
Location
200 Homer Avenue, Palo Alto, CA, 94301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cornerstone Capital, INC.
Previous Registrations
Rcm
State Registrations1 state
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