Paul Szilassy is a registered investment advisor at Cornerstone Alternatives, based in Greenville, SC, with 1 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 380 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cornerstone Alternatives charges up to 1.0% annually on the value of advised investments in your account, paid quarterly. Fees may be negotiable. For Class G clients, the fee only applies to investments that require a registered investment advisor to invest. A minimum cumulative fee of 1% of the total commitment amount may apply to new drawdown investments. A clerical fee of up to $100 may be charged for assistance with account opening paperwork or obtaining an accreditation certificate. An additional $100 per year administration fee may be charged for new investments purchased away from the custodian where Cornerstone has an institutional advisory agreement.
Location
132 Keowee Ave, Greenville, SC, 29605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul works as a Senior Manager in Sales and Market Support at Philips Healthcare, dedicating nearly full-time hours to sales training and support, pricing, and catalog maintenance. This activity is not investment-related.
Employment History
Current Registrations
Cornerstone Alternatives
State Registrations1 state
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