Firm
Cornerstone Investment Management and Consulting
Daphne, Alabama
Fee-only
Cornerstone Investment Management and Consulting at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 3 employees and 70 individual clients, 27 of them high net worth.
- Its average account is about $420,000 (assets it manages divided by its 206 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Daphne, Alabama |
|---|---|
| Website | csimac.com |
| [email protected] | |
| Phone | (251) 626-6292 |
Cornerstone Investment Management and Consulting fees
Cornerstone Investment Management and Consulting doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly |
|---|---|
| Assets managed | $87 million |
| Individual clients | 43 |
| High-net-worth clients | 27 |
| Accounts managed | 206 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-67775) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 124322 |