Cornerstone Investment Partners, LLC

CRD#111753
Investment Advisor Firm

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Learn more about Cornerstone Investment Partners, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Cornerstone Investment Partners, LLC is located at Phipps Tower, 3438 Peachtree Rd. Ne., Atlanta, GA. The firm employs 8 financial advisors to manage client portfolios and provide financial guidance. Cornerstone Investment Partners, LLC is not a registered broker-dealer.

    Cornerstone Investment Partners, LLC oversees $1.9 billion in assets under management across 355 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The firm caters to a diverse range of investors, including retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, and corporations. The fee structure at Cornerstone Investment Partners, LLC includes asset-based and other fees. The firm has 85 high net worth clients, with retail investors being the largest client type by accounts.

    Cornerstone Investment Partners, LLC is registered in the states of Alabama, California, Florida, Georgia, Louisiana, Nebraska, New York, North Carolina, South Carolina, Tennessee, Texas, and Virginia.

    Assets Under Management

    $1.9 billion

    Number of Advisors

    8

    Disclosures

    No

    Office Location

    Phipps Tower, 3438 Peachtree Rd. Ne.
    Atlanta, GA 30326

    Cornerstone Investment Partners, LLC by the Numbers

    Total Assets Under Management

    $1.9 billion

    National Average: $8.6 billion
    Total Number of Employees

    15

    National Average: 64
    Total Number of Accounts

    355

    National Average: 375,227
    Average Account Size

    $5.3 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial management usually are based on the type of services provided. Fees charged by Cornerstone Investment Partners, LLC can include any combination of the following fee structures: asset-based or other. The firm does participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Types of Clients

    The firm manages money for a broad range of clients. The company caters to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, and corporations. Out of its 8 clients, Cornerstone Investment Partners, LLC's biggest client type by number of accounts is other investment advisers, though it also serves 85 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 26.4%
    • Other Individuals - 62.11%
    • Corporations - 9.32%
    • Charitable Organizations - 2.17%

    * 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 Investment Partners, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Cornerstone Investment Partners, LLC

    Justin Scott
    Atlanta, GA
    Matthew Ritz
    Atlanta, GA
    Mark Spatt
    Atlanta, GA
    Nicholas Nottebohm
    Atlanta, GA
    Thomas Builder
    Atlanta, GA
    Paul Slakter
    Tampa, FL
    Dean Morris
    Atlanta, GA
    Joseph Brown
    Atlanta, GA
    John Campbell
    Atlanta, GA

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