Mark Davidson
Mark Davidson is a CFA-designated registered investment advisor at Cornerstone Investment Management and Consulting,llc, based in Daphne, AL, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 77 clients with $87M 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 $1.0M | 1.10% |
| $1M+ | 0.90% |
Rates are for standard asset allocations. The Aggressive Growth strategy charges a flat 2.00% on all assets in that strategy. Former shareholders in Cornerstone may receive fee discounts at the firm's discretion.
Fee Estimator
Location
2210 Main Street, Suite E, Daphne, AL, 36526
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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 Management and Consulting,llc
State Registrations5 states
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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