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9000 Keystone Crossing, Suite 1050, Indianapolis, IN 46240

317-805-2345
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A Consistent, Diversified Investment Approach

Our advisors take the time to understand your specific goals, risk tolerance, and individual cash flow needs to build a diversified portfolio with a long-term approach. Our partnership with Kestra Financial supports us in leveraging the latest technology for ease of doing business with our clients, as well as maintaining compliance in a rapidly changing industry. 

Work with a Cornerstone Advisor

Individual Retirement
Accounts (IRA)

Traditional | Roth | SEP | SIMPLE

Non-Retirement
Accounts

Joint | Individual | Transfer on Death

Inherited
Accounts

Inherited IRA | Trusts | Estate Accounts

Cornerstone's Investment Advisory Fee Schedule

We believe in complete transperancey when it comes to the fees we charge.
Our fees are structued so that we succeed only if our clients succeed.

   1.5%           0.8%           0.6%            0.4%          0.3%
First $100K           $100K-$500K           $500K-$1M               $1M-$2M                   $2M+


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At Cornerstone, we group your total household advisory accounts into a reducing fee structure. This lowers your average cost for our investment management services as the assets we manage for you grow over time.

Charging a percentage-based fee on the assets we manage allows us to act in a fiduciary capacity for our clients. Simply put, we are required to always act in the best interest of our clients, not ourselves.

We do not receive commissions on the investments we implement on your behalf, and we do not receive commissions on the trades we place in your investment advisory accounts.

Our investment advisory fee is the only cost to you with an investment advisory account.

We will work with your CPA or estate attorney to reduce taxes, ensure proper beneficiary designations, and to align your legal/tax advice with the financial assets we manage.

We use an open architecture investment platform, allowing us to invest your assets in stocks, bonds, mutual funds, ETF's/Index Funds, Real Estate, and Market Hedged/Alternative strategies.

Are You Ready for a Better Approach to Wealth Management?

Schedule a Consultation