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We Believe That Transparent Fees are Important: Here's Why

You’ve worked hard for your money. It’s important that you know how you’re spending it.

At Financial Cornerstones, we believe that offering great solutions, providing superior service, and communicating our fees is an important foundation of our relationship. We provide a comprehensive list of services and a clear fee structure that’s easy to understand and there’s no surprises.

Any fees that may be incurred while working together are fully disclosed prior to any work being done and will be outlined in your Comprehensive Portfolio Management services agreement.

Comprehensive Portfolio Management Fee Schedule

Annualized fees are billed on a pro-rata basis quarterly in arrears based on the value of the accounts on the time-weighted daily average of the quarter. These fees are tiered so additional invested assets are subject to lower fees.

Assets Under Management Annual Percentage of Assets Charge
$0 to $999,999.99*
$999,999.99 to $2,499,999.99
$2,499,999.99 to $5,499,999.99
$5,500,000.00 & Above

*Our firm recommends a minimum account balance of $500,000 for our Comprehensive Portfolio Management services. Generally, this minimum balance requirement is negotiable and would be required throughout the course of the client’s relationship with our firm.

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