| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.95% |
| $750K - $1000K | 1.70% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.40% |
| $5M+ | 1.35% |
Investment Advisor Supervisory Fees are negotiable.
Cornerstone Investment Services offers a wrap fee program where clients pay one fee covering management and transaction costs. The fee is based on the portfolio's total assets, ranging from 2.00% on the first $500,000 down to 1.35% for amounts over $5,000,000. These fees are negotiable. There is a minimum account size of $100,000. Clients are responsible for other account fees, such as fund expenses and wire transfer fees.
245 Waterman Street, Suite 301, Providence, RI, 02906
Get directionsMichael is an advisory representative for Cornerstone, a registered investment advisor. This activity is investment-related.