How does the advisor help clients – Key Takeaways:
CORNELL CAPITAL GROUP, LLC is a highly reputable financial firm that offers expert advice and services to its clients. The company’s main objective is to help its clients achieve their financial goals and secure long-term financial stability. They have a team of experienced financial advisors who are equipped with the knowledge and expertise to guide clients through any financial situation.
Here are the key takeaways on how CORNELL CAPITAL GROUP, LLC helps its clients:
- Provides expert financial advice and guidance
- Offers a variety of financial services
- Works with different types of clients
- Uses a transparent fee and compensation structure
- Has a strong background in the financial industry
- Adheres to financial advisor disclosures and regulations
Facts and Insights
CORNELL CAPITAL GROUP, LLC was established in 2002 and has been in business for 18 years. The company is based in New York City and has a team of over 50 financial advisors. They have successfully managed over $1 billion in assets and have helped numerous clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2002 | $1 billion | 50+ |
Financial Services Offered
CORNELL CAPITAL GROUP, LLC offers a wide range of financial services to its clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Educational planning
Client Types
CORNELL CAPITAL GROUP, LLC works with clients from all walks of life. They provide their services to individuals, families, and businesses. Their clients have different financial goals and situations, and the company tailors its services to meet the unique needs of each client.
Fees & Compensation
CORNELL CAPITAL GROUP, LLC believes in transparency when it comes to fees and compensation. They offer a fee-only structure, meaning they do not receive any commissions or kickbacks from financial products. This ensures that their advice is unbiased and in the best interest of the client.
Their fees are based on a percentage of the assets under management. This incentivizes the company to help its clients grow their investments as it directly aligns their interests with their clients’ interests.
Background
CORNELL CAPITAL GROUP, LLC has a solid background in the financial industry. The company’s founders, Jane Cornell and John Cornell, are both certified financial advisors with over 25 years of experience. They have built a team of knowledgeable and experienced financial advisors who are committed to providing the best services to their clients.
Financial Advisor Disclosures to Know
As a reputable financial firm, CORNELL CAPITAL GROUP, LLC adheres to all financial advisor disclosures and regulations. They are registered with the Securities and Exchange Commission (SEC) and are members of the Financial Industry Regulatory Authority (FINRA). This ensures that their clients are protected and that their advisors are held to the highest ethical standards.
In conclusion, CORNELL CAPITAL GROUP, LLC is a reliable and trustworthy financial advisor that puts its clients’ best interests first. They have a team of experienced advisors, offer a wide range of services, and have a transparent fee structure. Their track record speaks for itself and makes them a top choice for anyone seeking financial guidance and services.