Cornerstone Financial Consulting provides financial planning and asset management services to individuals and families. Planning covers cash flow, debt, risk, college, retirement, estate, tax, and investments. Cornerstone uses a long-term approach to planning and portfolio management based on asset allocation and fundamental analysis. At the conclusion of the planning engagement, clients may choose to engage Cornerstone for asset management services.
Assets Under Management$3M
Clients8
Advisors1
Avg. per Client$370K
Avg. per Advisor$3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.10% |
Plus a base fee of $150 per year, split into monthly charges of $12.50.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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