Assets Under Management
$52.9M
Number of Clients
86
Number of Advisors
2
Average Client AUM
$615K
AUM per Advisor
$26.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cornerstone Investment Services offers a wrap fee program that includes management fees and transaction costs. They utilize Charles Schwab & Co as custodian. Fees are negotiable and paid monthly in arrears. Clients can impose restrictions on their accounts.
| Assets Under Management | 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% |
Investment Advisor Supervisory Fees are negotiable.
245 Waterman Street, Suite 301, Providence, RI, 02906