Elizabeth Geibig is a registered investment advisor at Cornerstone Management, INC., based in Duluth, GA, with 4 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning. Their firm serves 286 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee schedule is generally structured using a graduated scale starting at 1% and declining thereafter to 0.50%. Fees may be negotiated or subject to a minimum.
Fee Estimator
Location
3237 Satellite Blvd, Suite 400, Duluth, GA, 30096
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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 Management, INC.
Previous Registrations
Blue Ridge Wealth Planners
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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