Cornerstone Capital, INC.
Assets Under Management
$1.3B
Number of Clients
166
Number of Advisors
3
Avg. Portfolio per Client
$7.6M
Avg. Managed per Advisor
$421.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Cornerstone Capital offers investment advice and manages investment portfolios for individuals, trusts, estates, charities, pension plans, and other business entities. Cornerstone focuses on equity and fixed income management, tailoring its approach to each client's needs and restrictions. Cornerstone aims to participate in rising markets while avoiding substantial market declines.
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.70% |
| $20M+ | 0.40% |
Fees are negotiable at Cornerstone's discretion. Certain clients such as nonprofit and long-standing clients may pay lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
200 Homer Ave., Palo Alto, CA, 94301