Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $20.0M | 0.55% |
| $20.0M - $40.0M | 0.45% |
| $40M+ | 0.35% |
Institutional Client Large Cap Fee Schedule
Fee Estimator
Cornerstone's fees are based on a percentage of assets under management and are negotiable. The fees do not include custodial and transaction costs. Fees are generally payable quarterly, in arrears. An early adopter fee may be available with respect to certain strategies. Cornerstone does not impose a minimum portfolio size or minimum annual fee on Institutional. When serving as the asset manager to clients of other investment professionals, Cornerstone requires a $100,000 minimum portfolio size to engage its asset management services. At the discretion of Cornerstone, the minimum amount to open such accounts may be lowered.
Areas of Practice
Advisor Information
Office location
Tampa, FL
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul owns multiple single-family rental properties, some directly and some through Nugget Capital LLC and SHMY Capital I, LLC, where he is the sole managing member. He spends minimal time on these activities, as management companies handle day-to-day operations.