Cornerstone Investment Services provides ongoing investment management and financial planning services to individuals, trusts, and nonqualified retirement plans. For investment management clients, financial planning is included at no additional fee. Cornerstone also provides investment policy statement creation and fiduciary services for retirement plans.
Assets Under Management$62M
Clients130
Advisors1
Avg. per Client$480K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
In certain rare instances, the firm may negotiate a different fee than that listed in the Standard Fee Schedule. The range for negotiated the advisory fee rate will not be allowed to be outside the range of 0.5% per year to 1.5% per year, unless the client is a family member of David Hoshour, which extends to his spouse, parent, children, grandchildren, aunts, uncles or cousins.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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