Cornerstone Investment Services provides investment management services to individuals, high net worth individuals, and retirement plans. Cornerstone offers both discretionary and non-discretionary asset management. For retirement plans, Cornerstone can act as a limited scope advisor or an investment manager. Cornerstone also holds seminars and educational workshops.
Assets Under Management$7.9M
Clients27
Advisors1
Avg. per Client$290K
Avg. per Advisor$7.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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