Dean Morris is a CFA-designated registered investment advisor at Cornerstone Investment Partners, LLC, based in Atlanta, GA, with 15 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 419 clients with $2.1B 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 $20.0M | 0.55% |
| $20.0M - $40.0M | 0.45% |
| $40M+ | 0.35% |
This fee schedule is for Institutional Client Large Cap. Other fee schedules apply for Institutional Client Mid & SMID Cap and Institutional Client Small Cap. Fees are negotiable.
Fee Estimator
Location
Phipps Tower, 3438 Peachtree Road NE, Suite 900, Atlanta, GA, 30326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cornerstone Investment Partners, LLC
State Registrations1 state
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