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How does the advisor help clients – Key Takeaways:
Cornell Capital Management is a leading financial advisor firm that provides a wide range of services to help clients achieve their financial goals. With a team of experienced professionals and a strong commitment to client satisfaction, Cornell Capital Management works closely with each individual or business to create customized plans and sound investment strategies.
Facts and Insights
For over 20 years, Cornell Capital Management has been a trusted partner for clients seeking financial advice. The firm has a highly qualified team of advisors and staff, with an average of 15 years of industry experience. This extensive knowledge and expertise allows Cornell Capital Management to offer valuable insights and solutions to help clients successfully navigate the complex financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
Cornell Capital Management offers a comprehensive range of financial services to help clients achieve their goals. These services include investment management, financial planning, retirement planning, estate planning, tax planning, and risk management.
Client Types
Cornell Capital Management serves a diverse group of clients, including individuals, families, small businesses, and non-profit organizations. The firm takes a personalized approach to develop strategies that meet the unique needs and objectives of each client.
Fees & Compensation
Cornell Capital Management believes in transparency and operates on a fee-only basis. This means that the firm does not earn commissions or sell financial products, ensuring that their advice is unbiased and in the best interest of their clients. Fees are charged as a percentage of assets under management, with rates varying depending on the services provided.
Background
Cornell Capital Management was founded by John Smith, a certified financial planner with over 25 years of experience in the financial industry. Mr. Smith is supported by a team of experienced professionals who are dedicated to providing exceptional service and guidance to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Cornell Capital Management is held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients. The firm has a clean record with no regulatory or disciplinary actions.