Cornerstone Investment Advisors is a financial services firm that offers financial planning and investment advice. Cornerstone's compensation comes solely from client fees, not commissions. Cornerstone provides services to individuals, families, trusts, estates, banks, pension plans, charities, and small businesses. They offer financial planning services, including cash flow, retirement, portfolio, education savings, and estate analysis. Cornerstone also offers discretionary and non-discretionary portfolio management services.
Assets Under Management$150M
Clients121
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$76M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $4.0M | 1.20% |
| $4.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable based on the client's circumstances and requirements. Fees for outside money managers vary greatly and are in addition to our supervisory fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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