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What a Difference a Percentage Makes...

  • Every account is different. This example, we hope, will serve as a basis for you in determining your account(s)'s return rates in real numbers.
  • Often, investors do not realize that their money is handled by salespeople instead of actual financial analysts. This results in their money being invested in basic index funds, ones that you yourself could invest in without any financial experience or knowledge. To top it off, these funds usually charge absurdly high management fees, sometimes peaking 6% of your money invested. This is a fee on top of the fee you would pay your investment manager, which is also typically higher than you might be told originally.
  • If you think your investment manager might not be optimizing your investments, or if you are paying too much, we hope that you will consider Cornerstone to manage your investment portfolio the way it should be managed: with thorough analytical research at reasonable fees. Please click here to get started.
 
 

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Independent fee-based investment management advisor, retirement planning.

 

Cornerstone Investment Management and Consulting, LLC, 809-C Daphne Avenue, Suite 102, Daphne, Alabama 36526. Fee-based investment management, hourly financial advice and planning. Cornerstone is a Registered Investment Advisor (RIA) registered with the Alabama Securities Commission and is headquartered in the Eastern Shore of Mobile Bay in Daphne, Alabama. Cornerstone is also registered in Florida, Georgia, Louisiana and Texas and permitted to service other states by de minimus exemption.

For more information about our firm, or to receive a copy of our disclosure form ADV, please email us at info(at)csimac.com, or call 251.626.6292. Thank you for visiting our site.