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Hourly Financial Planning Service
All investors, regardless of the size of their accounts, have a right to receive quality investment analysis and know the cost of that advice. Our clients pay an hourly rate of $125 for a thorough review of their account and our recommendations based on that analysis. That's it. The hourly rate is the only fee that is
paid to our firm - there are no hidden fees or commissions because
we are paid by no one but you.
Cornerstone Investment Management & Consulting, LLC, 809-C Daphne Avenue, Suite 102, Daphne, AL 36526. Fee only investment management, hourly financial advice or planning.
Cornerstone is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC) and based on the Eastern Shore of Mobile Bay in Daphne, Alabama.
For more information about our firm or to receive a copy of our disclosure form ADV, please email us at advrequest@csimac.com or call 251-626-6292.
Customized Analysis. Experienced Advice.
Investwithcornerstone.com
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