David Hoshour
David Hoshour is a registered investment advisor at Cornerstone Investment Services, INC., based in Indian Trail, NC, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 130 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
In certain rare instances, the firm may negotiate a different fee than that listed in the Standard Fee Schedule. The range for negotiated the advisory fee rate will not be allowed to be outside the range of 0.5% per year to 1.5% per year, unless the client is a family member of David Hoshour, which extends to his spouse, parent, children, grandchildren, aunts, uncles or cousins.
Fee Estimator
Location
Indian Trail, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cornerstone Investment Services, INC.
State Registrations2 states
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