Cornerstone Investment Counsel, led by Dennis Dicke, offers investment management services. Cornerstone meets with clients to determine their investment goals based on their timeline, risk tolerance, and growth expectations. Cornerstone primarily uses mutual funds and exchange traded funds (ETFs) to build portfolios. Cornerstone provides written reports to clients that include investment performance, portfolio holdings, a list of transactions, and fees paid.
Assets Under Management$4.8M
Clients21
Advisors1
Avg. per Client$230K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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