Advisor at Cornerstone Investment Services, Inc.
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Firm
Cornerstone Investment Services, Inc.
Location
Indian Trail, NC
Credentials
Series 63, Series 65
Industry experience
15 years
David Hoshour is a financial advisor with Cornerstone Investment Services, Inc. in Indian Trail, NC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with Cornerstone Investment Services since 1995. Cornerstone Investment Services provides ongoing investment supervisory services and basic financial planning to individuals, trusts, and nonqualified retirement accounts, as well as advising retirement plan sponsors and institutional clients. The firm offers discretionary, fee-only portfolio management with a focus on medium- to long-term holdings and emphasizes fiduciary services and customized solutions for retirement plans.
Based on Cornerstone Investment Services, Inc.
Based on Cornerstone Investment Services, Inc.
$0 - $500,000: 0.3125% $500,000 - $1,000,000: 0.2000% $1,000,000 - $5,000,000: 0.1500% $5,000,000+: 0.1250%
$200/hour in 15-minute increments with minimum one hour billed per project
Account minimum: $250,000 Fee-only: Setup fee, quarterly investment management fees, hourly fees in some cases
Indian Trail, NC
North Carolina · South Carolina
Cornerstone Investment Services
1995 - Present (31 years)
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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