Assets Under Management
$2.9B
Number of Clients
1,779
Number of Advisors
22
Average Client AUM
$1.6M
AUM per Advisor
$133.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cobblestone Capital Advisors (CCA) is a fee-only SEC-registered investment adviser offering portfolio management, financial planning, and family office services. They manage tailored investment portfolios and provide continuous advice. Financial planning includes a comprehensive evaluation of a client’s current and future financial circumstances. Family Office services are offered to high-net-worth individuals and families.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees and account minimums are negotiable based upon certain criteria.
500 Linden Oaks, Suite 210, Rochester, NY, 14625