Cornerstone Asset Management offers investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Services include comprehensive financial planning, retirement planning, investment planning, tax planning, insurance planning, educational planning, and estate planning. Investment management services are offered on both a discretionary and non-discretionary basis.
Assets Under Management$2.3M
Clients18
Advisors1
Avg. per Client$130K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:$40K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $40K | 1.50% |
| $40K - $500K | 1.00% |
| $500K - $2.0M | 0.50% |
| $2M+ | 0.00% |
Fee schedule is for clients using SSG as custodian. Clients using CB&T as custodian have a different fee schedule: $0 to $29,999.99: 1.25%, $30,000.00 to $499,999.99: 1.00%, $500,000.00 to $999,999.99: 0.80%, $1,000,000.00 to $1,499,999.99: 0.60%, $1,500,000.00 and above: 0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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