Cornermen Financial provides ongoing portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Cornermen uses model asset allocation portfolios or customized portfolios. They also offer financial life planning, including investment, insurance, tax, retirement, college, and debt/credit planning. Cornermen generally limits its investment advice to mutual funds, hedge funds, private equity funds and ETFs, stocks, and bonds.
Assets Under Management$170M
Clients379
Advisors4
Avg. per Client$460K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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