Cobblestone Capital Advisors, LLC
Assets Under Management
$2.9B
Number of Clients
1,779
Number of Advisors
22
Average Client AUM
$1.6M
AUM per Advisor
$133.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cobblestone Capital Advisors (CCA) offers tailored investment portfolios, private placement management, financial planning, and family office services to address diverse investor needs. They manage accounts on a discretionary or non-discretionary basis, tailoring recommendations based on client objectives, risk tolerance, and tax considerations. CCA also provides comprehensive family office services to high-net-worth individuals and families.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees and account minimums are negotiable based on various criteria.
Fee Estimator
CCA charges an annual fee based on a percentage of assets under management: 1.00% on the first $1,500,000 and 0.75% on amounts above that. A few accounts are charged flat fees for periodic investment advice through consultations. Fees and account minimums are negotiable based on various criteria. Family Office clients and Financial Planning clients must typically meet a minimum annual fee requirement.
Areas of Practice
Location
500 Linden Oaks, Suite 210, Rochester, NY, 14625