Cornerstone Advisors provides investment advice and financial planning to individuals, high-net-worth individuals, pension plans, and businesses. Services include creating investment strategies, managing portfolios, and offering advice on retirement, taxes, and college planning. Cornerstone Advisors may request authority to make trades without asking you first.
Assets Under Management$280M
Clients58
Advisors5
Avg. per Client$4.8M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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