Cobblestone Asset Management

Cobblestone Asset Management LLC is a Limited Liability Company based in Virginia, established in March 2019. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Services include investment strategy, asset allocation, and regular portfolio monitoring. Cobblestone Asset Management acts as a fiduciary, making investment decisions in clients' best interests. The firm offers platform services to unaffiliated advisors and may direct clients to third-party investment advisors. Investment options include equities, fixed income securities, real estate funds, ETFs, mutual funds, and more. Cobblestone Asset Management is a fiduciary for retirement accounts, ensuring advice is in clients' best interests. The firm charges up to 2.0% annually based on assets under management. Clients have no minimum account size requirement. The firm does not accept performance-based fees or share capital gains. Cobblestone Asset Management reviews client accounts annually and provides quarterly reports. The firm does not receive economic benefits for client referrals and does not compensate non-advisory personnel for referrals. Clients have the authority to direct which broker/dealer/custodian to use. The firm provides discretionary investment advisory services and does not accept voting authority for client securities. Cobblestone Asset Management has no financial conditions impairing its ability to meet client commitments.