Cornerstone Asset Advisors offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. For investment management, Cornerstone determines investment goals, time horizons, objectives, and risk tolerance to create tailored investment strategies. Financial planning covers topics like financial goals, net worth, cash flow, retirement, investments, tax reduction, and estate preservation.
Assets Under Management$69M
Clients31
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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