Cornerstone Financial Group provides ongoing investment management and financial planning services to individuals, families, and institutions. The firm builds customized portfolios primarily using mutual funds and exchange-traded funds, alongside individual stocks, bonds, alternative investments, and annuities. Cornerstone Financial Group operates as a registered investment advisor and tailors its strategies to meet each client's specific objectives and risk tolerance, while also offering standalone project-based financial planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
Fees are negotiable in certain circumstances based on individual needs, asset size, and complexity of the relationship. Family member accounts sharing the same address are grouped together for breakpoint calculations.