Cornerstone Advisors Asset Management, LLC manages investment portfolios and provides financial consulting for individuals, families, and institutional clients. The firm offers private wealth services, retirement plan consulting, planned giving services, and executive risk management. Cornerstone Advisors Asset Management, LLC builds customized investment portfolios using an open architecture platform and focuses on risk management, asset allocation, and portfolio monitoring. The firm operates on a fee basis and offers both discretionary and non-discretionary investment management.
Assets Under Management$9.6B
Clients764
Advisors26
Avg. per Client$13M
Avg. per Advisor$370M
cornerstone-companies.com ·www.linkedin.com/company/cornerstone-advisors-a... ·www.youtube.com/channel/uct8acakrtd8d8ewecwf0ckg
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees are negotiable on a case-by-case basis. Accounts over $10 million are fully negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
26 Advisors at this firm
Page 1 of 2