Cornerstone Investment Services (CIS) provides ongoing portfolio management based on clients' goals, risk tolerance, and time horizon. CIS creates an Investment Policy Statement for each client. CIS also offers non-discretionary services. CIS generally limits its investment advice to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, insurance products including annuities, and government securities. All CIS accounts are contained within the CIS-sponsored Wrap Fee Program.
Assets Under Management$53M
Clients86
Advisors2
Avg. per Client$610K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.95% |
| $750K - $1000K | 1.70% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.40% |
| $5M+ | 1.35% |
These Investment Advisor Supervisory Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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