Cornerstone Asset Management (CAMCO) offers investment advisory services, including continuous advice on investing assets based on client needs and goals. CAMCO designs portfolios for growth and income using stocks, bonds, ETFs, and mutual funds. CAMCO does not charge for initial consultations. CAMCO manages investments on a non-discretionary basis, meaning clients make the final decision on all transactions.
Assets Under Management$57M
Clients117
Advisors2
Avg. per Client$490K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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