Cornerstone Select Advisors, LLC
Assets Under Management
$234.0M
Number of Clients
246
Number of Advisors
2
Average Client AUM
$951K
AUM per Advisor
$117.0M
Compensation
Fee-Only (AUM)
About This Firm
Cornerstone Select Advisors, LLC (CSA) offers discretionary asset management using a top-down, value-based investment strategy with a technical trading overlay. They evaluate economic conditions to identify markets and sectors likely to produce positive returns, investing in companies with a high probability of outperforming their peers. CSA offers several investment strategies including Total Return, U.S. Equity and Foreign Stock Blend, Customized, and Qualified Dividend portfolios.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 0.90% |
| $750K - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
CSA charges an annual fee based on a percentage of your assets under management. For example, the fee is 0.90% for portfolios valued between $250,000 and $749,999.99. The minimum account value is generally $250,000, but CSA may waive this requirement. Fees are negotiable for accounts over $10,000,000. Fees are typically debited directly from client accounts, and any prepaid, unearned fees are promptly refunded upon termination of the agreement.
Areas of Practice
Location
13171 Olive Boulevard, Suite 302, St. Louis, MO, 63141