Cornerstone Advisory offers personalized investment advice and portfolio management services. They work with individuals, pension plans, trusts, and businesses. Cornerstone can manage your investments directly or recommend third-party managers. They also offer financial planning to help you manage your financial resources and pension consulting services for employee benefit plans.
Assets Under Management$2B
Clients830
Advisors9
Avg. per Client$2.4M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Minimum account size of $1,000,000 and/or a minimum fee of $9,500 per year to open and maintain an advisory account, which may be waived in our discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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