Cornerstone Asset Management provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. Cornerstone Asset Management is a fee-only firm, meaning it does not receive commissions for selling financial products. The firm offers advice on various financial matters, including cash flow, college planning, retirement planning, tax planning, and estate planning. Clients make the final investment decisions, and Cornerstone Asset Management does not act as a custodian of client assets.
Assets Under Management$4.6M
Clients9
Advisors1
Avg. per Client$510K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.92% |
| $500K+ | 0.96% |
Fees may be higher or lower than the fee schedule for current client relationships.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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