Assets Under Management
$2.1B
Number of Clients
419
Number of Advisors
9
Average Client AUM
$5.1M
AUM per Advisor
$237.3M
Compensation
Fee-Only (AUM)
Cornerstone Investment Partners provides portfolio management services to institutional clients, clients of other investment professionals, and registered investment company clients. They manage assets on a discretionary basis and also provide research services to financial intermediaries in Unified Managed Account Programs. Their investment approach focuses on exploiting security mispricing.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $20.0M | 0.55% |
| $20.0M - $40.0M | 0.45% |
| $40M+ | 0.35% |
Institutional Client Large Cap Fee Schedule. Fees are negotiable.
3438 Peachtree Rd. Ne., Suite 900, Atlanta, GA, 30326