Assets Under Management
$234.0M
Number of Clients
246
Number of Advisors
2
Average Client AUM
$951K
AUM per Advisor
$117.0M
Compensation
Fee-Only (AUM)
Cornerstone Select Advisors, LLC (CSA) offers discretionary asset management services using a top-down, value-based investment strategy with a technical trading overlay. They evaluate economic conditions to identify markets and sectors likely to produce positive returns. CSA invests in companies with a high probability of outperforming their peers. They offer several investment strategies including Cornerstone Total Return Portfolio, U.S. Equity and Foreign Stock Blend Portfolio, Customized Portfolio, and Qualified Dividend Portfolio.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 0.90% |
| $750K - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,000.
13171 Olive Boulevard, Suite 302, St. Louis, MO, 63141