Cornerstone Professional Advisor Services (CPAS) provides investment advice and financial planning to individuals, high net worth individuals, pension and profit sharing plans, business entities, trusts, estates, and charitable organizations. CPAS offers discretionary investment advisory services on a fee-only basis. CPAS may also provide financial planning on a stand-alone fee basis. CPAS may engage third-party advisors to assist with managing client accounts.
Assets Under Management$89M
Clients340
Advisors5
Avg. per Client$260K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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