Cornerstone Trust Management Services provides investment advice to banking financial institutions acting as trustees for preneed merchandise and services trusts, and perpetual care trusts. Cornerstone offers non-discretionary advice, meaning the trustee makes the final investment decisions. Services include asset allocation, performance monitoring, and market overviews. Cornerstone may use sub-advisors to assist in providing these services.
Assets Under Management$1.2B
Clients1
AdvisorsN/A
Avg. per Client$1.2B
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable with the trustee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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