Gary Knapp is a registered investment advisor at Cornerstone Asset Management, LLC, based in Hudsonville, MI, with 15 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 18 clients with $2.3M 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 $25K | 2.00% |
| $25K - $40K | 1.50% |
| $40K - $500K | 1.00% |
| $500K - $2.0M | 0.50% |
| $2M+ | 0.00% |
Fee schedule is for clients using SSG as custodian. Clients using CB&T as custodian have a different fee schedule: $0 to $29,999.99: 1.25%, $30,000.00 to $499,999.99: 1.00%, $500,000.00 to $999,999.99: 0.80%, $1,000,000.00 to $1,499,999.99: 0.60%, $1,500,000.00 and above: 0.40%
Fee Estimator
Location
Hudsonville, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cornerstone Asset Management, LLC
State Registrations1 state
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