Cornerstone Financial Group provides financial planning and investment advisory services. They help clients with investment advice and create financial plans. Cornerstone continuously monitors client accounts and makes trades when necessary. They assist in developing risk and return expectations, identifying asset allocations, and constructing customized portfolios.
Assets Under Management$250M
Clients327
Advisors5
Avg. per Client$760K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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 and may vary based on the individual needs of the client, the amount of assets under management, the complexity of the client’s situation and the relationship between the client and the advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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