Horace Cozart
Horace Cozart is a ChFC-designated registered investment advisor at Cornerstone Advisors LLC, based in Fayetteville, AR, with 6 years of industry experience. Horace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 71 clients with $7.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable. Pension consulting services have a separate tiered fee schedule ranging from 1.25% to 2.00%.
Fee Estimator
Location
4201 Shiloh Dr, Suite 1600, Fayetteville, AR, 72703
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2010Judgment / Lien
February 2009Employment History
Current Registrations
Cornerstone Advisors LLC
Previous Registrations
Cornerstone Registered Investment Advisors
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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