Cornerstone Select Advisors (CSA) offers investment management services, managing client portfolios based on their financial situation and investment goals. CSA uses a value-based investment approach with a technical trading overlay, evaluating economic conditions to identify promising markets and sectors. CSA invests in companies believed to have a high probability of outperforming their peers. CSA offers several investment strategies, including a total return portfolio, a U.S. equity and foreign stock blend, and customized portfolios.
Assets Under Management$320M
Clients344
Advisors3
Avg. per Client$920K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
CSA’s asset-based fee is negotiable and will not exceed a maximum percentage of 1.3%.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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