Cornerstone Investment Management and Consulting,llc fees and pricing
Financial planner in Daphne, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Cornerstone Investment Management and Consulting,llc charges $285 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $285/hr
“Investment consulting fee is at an hourly rate of $285.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cornerstone Investment Management and Consulting,llc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Investment consulting is invoiced to the client after service is provided.”
- “Compensation for Investment Management is payable quarterly after service is provided and may be deducted from the account under management if the client provides authorization.”
- “For all levels of service provided, rates are non-negotiable, and the fees noted herein will be used except, at the discretion of the Adviser.”
How Cornerstone Investment Management and Consulting,llc’s fees compare
- Its hourly rate of $285 is above the Alabama median of $250. 73% of the 41 other Alabama planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Daphne that publish an hourly rate charge less.
About Cornerstone Investment Management and Consulting,llc
“Cornerstone offers clients various levels of service based on each client’s individual need: An hourly service the registrant terms Investment Consulting, a traditional fee for service termed Investment Management.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFA.
- Founded: 2003 (23 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 70
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $86,591,827
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124322
- Phone
- (251) 626-6292
Can advise clients in 4 states: Alabama, Florida, Georgia, Louisiana
Other planners in Daphne that publish fees
- 6TH Street Advisors, LLCDaphne$150/hr, $1,000-$5,000
- Gantt Financial Advisors, LLCDaphne$150/hr, $1,000-$4,000
- Aja Financial LLCOpelika$500-$1,500
- Allysian Wealth PlanningCullman$300/hr, $2,700-$36,000
- BCR Wealth StrategiesVestavia$1,500-$10,000, $6,250/yr
- BMSS Wesson Wealth SolutionsBirmingham$150-$400/hr, $2,500-$25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.