Cornerstone Securities offers investment management services where representatives manage client accounts held at Charles Schwab. Cornerstone Securities also connects clients with third-party money managers and real estate investment trusts, and provides financial planning and consulting covering portfolio reviews, tax strategies, retirement, education, and estate planning. Representatives may also offer insurance products like life insurance, annuities, and long-term care insurance.
Assets Under Management$210M
Clients900
Advisors10
Avg. per Client$230K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are up to 2% of the account balance and are negotiable with your representative.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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