Cornerstone Investment Advisors has managed investment portfolios for individual investors since 1994. The firm is owned and operated by David T. Coleman, Jr. Cornerstone provides investment advice on a variety of investments, primarily using Exchange Traded Funds (ETFs). Client accounts are managed on a discretionary basis, and services are tailored to meet individual needs. Clients can impose restrictions on investments.
Assets Under Management$50M
Clients63
Advisors1
Avg. per Client$790K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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