How does the advisor help clients – Key Takeaways:
Cornell Capital Group LLC is a reputable financial advisory firm that prides itself on providing expert guidance to its clients. The firm offers a wide range of financial services and caters to a diverse group of clients. With its team of experienced advisors and strong track record, Cornell Capital Group LLC has established itself as a go-to source for financial advice.
- Provides expert financial guidance to clients from diverse backgrounds
- Offers a wide range of financial services
- Backed by a team of experienced advisors
- Strong track record in the financial industry
Facts and Insights:
Cornell Capital Group LLC has been in business for over 10 years and has a strong presence in the financial industry. With its focus on providing personalized financial advice and exceptional customer service, the firm has been able to build a loyal client base. The following table provides publicly available numbers for the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10 years |
Financial Services Offered:
Cornell Capital Group LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Financial planning
- Tax planning and preparation
- Retirement planning
- Estate planning
Client Types:
The firm caters to a diverse group of clients, including:
- Individuals
- High-net-worth individuals
- Small business owners
- Families
- Retirees
Fees & Compensation:
Cornell Capital Group LLC operates on a fee-based structure, meaning that advisors are compensated based on a percentage of the assets under management. The firm believes that this aligns the interests of the advisors with those of the clients and ensures that the firm is always working towards the client’s best interest.
Background:
Cornell Capital Group LLC was founded in 2010 by financial expert John Cornell. With over 20 years of experience in the financial industry, John saw a need for a firm that could provide personalized and comprehensive financial advice to clients from all backgrounds. Today, the firm has grown to a team of 20 experienced advisors, all dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As with any financial advisory firm, it’s important for clients to be aware of the potential conflicts of interest that may arise. As such, Cornell Capital Group LLC discloses the following information:
- The firm may earn additional compensation from affiliated companies for recommending their products/services.
- Advisors may receive commissions or other forms of compensation for selling certain financial products.
- Clients are advised to carefully review all fees and compensation arrangements before engaging with an advisor.