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 monthly in arrears based on the value of the accounts on the time-weighted daily average of the month. 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*
|
1.25% |
|
$1,000,000.00 to $2,499,999.99
|
1.05% |
|
$2,500,000.00 to $5,499,999.99
|
0.85% |
|
$5,500,000.00 to $7,499,999.99
|
0.70% |
| $7,500,000.00 to $9,999,999.99 | 0.55% |
| $10,000,000.00 & Above | 0.45% |
*For household portfolio values that fall below $500,000, our firm generally charges an annual flat fee of $6,250 per year. Household portfolio values that fall below $500,000 can cause your fee to exceed our highest annual tiered fee rate of 1.25%.