Advisor at Cornerstone Investment Advisors, Inc.
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Firm
Cornerstone Investment Advisors, Inc.
Location
Cumming, GA 30040
Credentials
Series 63, Series 65
Industry experience
22 years
David Coleman is a financial advisor with Cornerstone Investment Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Coleman & Hancock Investment Advisors, Inc. since 1994. Cornerstone Investment Advisors provides discretionary portfolio management for individual investors, pension plans, and trusts, tailoring services to client preferences with investment restrictions when requested. The firm emphasizes strategic asset allocation using primarily low-cost, index-focused ETFs, supplemented by mutual funds, individual equities, bonds, and occasionally digital assets, depending on client preferences.
Based on Cornerstone Investment Advisors, Inc.
$0 - $400,000: 1.50% per year $400,001 - $1,000,000: 1.25% per year $1,000,001+: 1.00% per year
Account minimum: $500,000 Fee-only: Quarterly management fees deducted directly from client accounts; fees billed in advance quarterly and negotiable
309 Pirkle Ferry Road, Suite A 200
Cumming, GA 30040
Georgia
Coleman & Hancock Investment Advisors, Inc.
1994 - Present (32 years)
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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