Cornerstone Management provides investment advice, develops financial outlines, and creates investment plans based on clients' financial circumstances, goals, and risk tolerance. Cornerstone manages investment portfolios on a discretionary or non-discretionary basis and may recommend separate account managers. They also offer limited financial planning services in conjunction with portfolio management, addressing cash flow, retirement planning, and insurance analysis.
Assets Under Management$1.9B
Clients275
Advisors8
Avg. per Client$6.9M
Avg. per Advisor$240M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...