Mark Spatt is a CFA-designated registered investment advisor at Cornerstone Investment Partners, LLC, based in Atlanta, GA, with 8 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 268 clients with $2.7B 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 $10.0M | 1.00% |
| $10.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Rates shown reflect the small cap schedule, which represents the highest general tier structure. Other strategies have different schedules (e.g., Large Cap starts at 0.60%). Fees are negotiable.
Fee Estimator
Location
3438 Peachtree Rd. Ne., Suite 900, Atlanta, GA, 30326
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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 →Other Business Activities
Mark is a member of the Investment Committee for the Atlanta Jewish Foundation, a non-profit supporting Jewish charities. He spends minimal time each month discussing investment strategies with the committee.
Employment History
Current Registrations
Cornerstone Investment Partners, LLC
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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