Cornerstone Investment Management and Consulting,llc
Fee-Only (% of Portfolio)Fixed/Hourly
Cornerstone Investment Management & Consulting is an investment firm offering investment management and consulting services. Cornerstone provides custom investment solutions based on clients' individual needs and risk tolerance. The firm serves individuals, trusts, foundations, and endowments, offering both discretionary and non-discretionary services.
Assets Under Management$76M
Clients74
Advisors2
Avg. per Client$1M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1M+ | 0.90% |
Fees are non-negotiable except in extraordinary circumstances. Investment management accounts may be householded and shareowners in the registrant may receive a discount from the standard fee schedule, solely at the discretion of the registrant.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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