Cornerstone Management manages investment portfolios and provides financial planning and consulting services for individuals and institutional clients. Cornerstone designs customized investment plans based on each client's specific financial circumstances, risk tolerance, and goals. Services include discretionary and non-discretionary portfolio management, investment selection, and coordination with separate account managers. Cornerstone specializes in comprehensive investment consulting and administrative services for charitable organizations and nonprofits, alongside personal retirement and wealth management services for individual clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee schedule is generally structured using a graduated scale starting at 1% and declining thereafter to 0.50%. Fees may be negotiated or subject to a minimum.