Cornerstone Asset Management offers personalized investment advice and financial planning services. They create investment strategies tailored to your individual needs and goals. They also offer financial planning services, either as part of their investment management or as a separate service. Cornerstone does not have discretionary authority, meaning they need your approval before making any trades.
Assets Under Management$20M
Clients50
Advisors1
Avg. per Client$400K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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