Cornerstone Investment Advisors Group, LLC offers portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to aid in selecting a suitable portfolio. Financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning, are included at no extra charge.
Assets Under Management$5.7M
Clients30
Advisors1
Avg. per Client$190K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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