Cornerstone Financial Advisors is a fee-only firm offering investment management and financial advisory services. Cornerstone creates customized portfolio management plans based on each client's investment policy. Cornerstone does not sell commissioned products and only receives fees for services provided to clients. General financial consulting services are charged on an hourly basis.
Assets Under Management$38M
Clients10
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$38M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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