Centerstone Investors LLC

Fee-Only (% of Portfolio)

Centerstone Investors provides investment advice, primarily managing mutual funds. They focus on in-depth analysis of businesses, seeking companies with financial stability and strong management. Centerstone aims to avoid permanent losses by investing with a 'margin of safety,' buying companies at a discount to their estimated worth. They no longer provide investment advisory services to institutional investors in separately managed accounts or as a sub-advisor for third-party investment advisers.

Assets Under Management$370M
Clients6
AdvisorsN/A
Avg. per Client$62M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

Fee applies to mutual funds only.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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Centerstone Investors LLC | TrueAdvisor