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Cornerstone Investment Management And Consulting,LLC (Daphne)


Cornerstone Investment Management And Consulting,LLC is an adviser based in Daphne. It manages $61.28 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Florida, and Georgia.

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Cornerstone Investment Management And Consulting provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cornerstone Investment Management And Consulting: assets under management

The assets under management (AUM) of Cornerstone Investment Management And Consulting,LLC is $61.28 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $61.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $422.59 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cornerstone Investment Management And Consulting,LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Daphne

The principal office where Cornerstone Investment Management And Consulting,LLC performs its advisory services is located at 809 C Daphne Ave, Daphne, AL 36526 The mailing address of the firm is 2200 Highway 98, Daphne, AL 36526. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 251-626-6292 or by fax 251-626-6759. The normal business hours are 8-5 m-th, 9-4 friday on Monday - Friday. You can find more information about the New York firm at www.investwithcornerstone.com.


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