Cornerstone Capital, Inc
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Overview
Cornerstone Capital, Inc is an advisory firm that has its headquarters in Palo Alto, California. The firm controls $1.1 billion in assets across 269 customer accounts, making it one of the bigger firms in the United States by assets under management (AUM). It has a small group, including 3 financial advisors. Cornerstone Capital, Inc does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets like bonds, options and equities.
Cornerstone Capital, Inc manages all of its accounts in a discretionary manner. Discretionary management means that an investment advisor makes transaction choices for the client's account without needing to seek the customer's consent. The investment advisory firm's average account size is $4.1 million. The average financial advisor at Cornerstone Capital, Inc administers around 90 client accounts.
The firm's central office is at 200 Homer Ave., Palo Alto, California 94301. Cornerstone Capital, Inc is legally registered to provide services to customers throughout a number of states, including California, Hawaii and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cornerstone Capital, Inc by the Numbers
$1.1 billion
5
269
$4.1 million
Fee Structure
Financial advisory fees typically are based on the financial services provided. However, fees charged by the company can consist of some blend of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Cornerstone Capital, Inc provides services to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 269 customers, Cornerstone Capital, Inc's biggest client is high net worth investors, though it also manages money for 120 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 68.97%
- Other Individuals - 13.22%
- Corporations - 6.32%
- Charitable Organizations - 11.49%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cornerstone Capital, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Cornerstone Capital, Inc
Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
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