Cobblestone Asset Management offers portfolio management services based on each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Cobblestone Asset Management may also provide their platform to unaffiliated advisors. They generally limit their investment advice to equities, fixed income securities, real estate funds, ETFs, mutual funds, and insurance products.
Assets Under Management$260M
Clients432
Advisors4
Avg. per Client$600K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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