Firm
Cornerstone Investment Advisors
Cumming, Georgia
Fee-only
Cornerstone Investment Advisors at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 61 individual clients, 33 of them high net worth.
- Its average account is about $394,000 (assets it manages divided by its 159 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Cumming, Georgia |
|---|---|
| Website | cornerstoneinvestmentadvisors.com |
| Phone | (678) 459-2500 |
Cornerstone Investment Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% to 1.5% a year |
|---|---|
| Account minimum | $100,000 |
| How it charges | Percentage of assets |
In the firm's words
"0.75% on amounts over.....$1,000,000" source
"1.50% on accounts under $ 200,000" source
"Our requirement for new clients is $100,000 in total managed assets." source
"We work strictly on an asset based fee, which is determined on the value of your entire investment portfolio." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $63 million |
| Individual clients | 28 |
| High-net-worth clients | 33 |
| Accounts managed | 159 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 125611 |