Cornerstone Securities, through its Investment Advisor Representatives, offers asset management, selection of third-party advisory programs, and financial planning or consulting services. For asset management, representatives help clients select investments and make investment decisions. They also assist in choosing third-party advisory programs and REITs. Financial planning covers portfolio review, tax, retirement, education, and estate planning. Some representatives are also registered with a broker-dealer and may recommend securities products separately from financial plans.
Assets Under Management$180M
Clients800
Advisors9
Avg. per Client$220K
Avg. per Advisor$19M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Clients can negotiate their advisory fee with IARs. The advisory fee should not exceed 2% of the account balance.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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