Cornerstone Advisors Asset Management provides investment advice to both institutional and individual clients. They offer services like asset management, investment policy management, risk assessment, and fiduciary services. For individuals, they provide discretionary investment advisory services, financial planning, insurance and estate planning, tax and cash flow analysis, retirement income planning, investment analysis, and education planning. Cornerstone aims to provide tailored investment solutions based on each client's specific needs and risk profile.
Assets Under Management$8.3B
Clients741
Advisors22
Avg. per Client$11M
Avg. per Advisor$380M
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Fee Structure
Minimum Annual Fee:$10,000
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 fully negotiable for amounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
22 Advisors at this firm
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