Cornerstone Investment Partners provides portfolio management services. Cornerstone primarily serves institutional clients, clients of other investment professionals, and registered investment company clients. For institutional clients, Cornerstone offers various portfolios based on the institution's needs. For clients of other investment professionals, Cornerstone manages assets while the primary advisor maintains client contact. Cornerstone invests client portfolios in accordance with the investment guidelines established for each client.
Assets Under Management$2.1B
Clients419
Advisors9
Avg. per Client$5.1M
Avg. per Advisor$240M
www.cornerstone-ip.com ·www.linkedin.com/company/cornerstone-investment... ·twitter.com/cornerstoneip
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.55% |
| $20.0M - $40.0M | 0.45% |
| $40M+ | 0.35% |
This fee schedule is for Institutional Client Large Cap. Other fee schedules apply for Institutional Client Mid & SMID Cap and Institutional Client Small Cap. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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