David Coleman
David Coleman is a registered investment advisor at Cornerstone Investment Advisors, INC., based in Cumming, GA, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 63 clients with $50M 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 $400K | 1.50% |
| $400K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
309 Pirkle Ferry Road, Suite A-200, Cumming, GA, 30040
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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 Advisors, INC.
State Registrations1 state
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