Cornerstone Advisors is a registered investment advisor specializing in investment advisory services for individuals, high net worth individuals, corporations, charitable organizations, trusts, and estates. Cornerstone Advisors manages advisory accounts on a discretionary or non-discretionary basis, allocating client assets among various investments. The firm also offers financial planning services, which may include a formal financial plan for a separate fee, and consulting services on specific topics.
Assets Under Management$240M
Clients459
Advisors4
Avg. per Client$530K
Avg. per Advisor$61M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum investment advisory fee as a percentage of assets under management is 1.00%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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