| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees are fully negotiable for amounts over $10 million. For Planned Giving Services, managed assets under $1 million will be billed at a quarterly minimum rate of $2,500.
74 West Broad Street, Suite 340, Bethlehem, PA, 18018
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Learn about disclosures →John is a registered representative with M Holdings Securities, Inc. and a senior investment consultant with Cornerstone Institutional Investors, LLC, dedicating minimal time to Cornerstone Benefits, Inc. He also serves as a board member for Good Samaritan Services and an investment committee member for Pi Kappa Alpha Foundation.