Cornerstone Financial Management (CornerstoneFM) offers investment management services where they manage client funds based on individual needs and goals. They develop a personal investment policy and manage the portfolio accordingly. CornerstoneFM also offers ongoing comprehensive financial planning as an add-on service for investment management clients, where a planner develops and implements a personal financial plan. They may also use outside managers to manage a portion of a client's account.
Assets Under Management$140M
Clients97
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.68% |
| $10M+ | 0.50% |
Fee rates may be negotiable in certain cases. The minimum quarterly fee for both investment management and ongoing financial planning is $2,500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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