How does the advisor help clients – Key Takeaways:
The team at Cornell Capital Holdings LLC acts as a trusted financial expert and advisor to their clients. They provide personalized strategies and advice to help clients achieve their financial goals and build wealth for the future. Some key takeaways about their services include:
- Specialize in comprehensive financial planning and investment management
- Utilize a holistic approach, taking into account all aspects of a client’s financial situation
- Offer a wide range of financial services to fit individual needs
- Serve a diverse range of clients, including individuals and businesses
- Committed to transparency and always act in the best interest of the client
Facts and Insights:
Cornell Capital Holdings LLC is a well-established financial services firm with a strong track record of success. The company has been in business for over 20 years and has consistently provided top-notch financial advice and services to its clients. Some key facts and insights about the firm include:
- Founded in 1999 by a team of experienced financial professionals
- Consistently ranked as one of the top financial advisory firms in the country
- Manages over $5 billion in assets
- Boasts a team of over 50 highly qualified and experienced advisors
- Prides itself on a client retention rate of over 95%
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion+ | 50+ | Over 20 years |
Financial Services Offered:
Cornell Capital Holdings LLC offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services they provide include:
- Comprehensive financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
- Education planning
- And more
Client Types:
Cornell Capital Holdings LLC works with a wide range of clients, including:
- Individuals
- High net worth individuals
- Businesses
- Retirees
- And more
Fees & Compensation:
The firm values transparency and always strives to act in the best interest of their clients. As such, they have a straightforward fee structure and are compensated in the following ways:
- Fee-based advisory services
- Commissions
- Fees for asset management or asset-based fees
- Hourly consulting fees
- And more
Background:
Cornell Capital Holdings LLC was founded in 1999 by a team of experienced financial professionals with a passion for helping individuals and businesses achieve their financial goals. The firm has since grown to become one of the top financial advisory firms in the country, managing over $5 billion in assets and serving a diverse range of clients.
Financial Advisor Disclosures to Know:
Cornell Capital Holdings LLC is a registered financial advisor with the Securities and Exchange Commission (SEC) and is bound by all regulations and standards set forth by the SEC. It is important for clients to be aware of any potential conflicts of interest and to understand the firm’s disclosure policies and procedures before entering into a professional relationship.