Nelson Mead
Nelson Mead is a CFA, CFP-designated registered investment advisor at Cornell Pochily Investment Advisors, INC., based in Ithaca, NY, with 8 years of industry experience. Nelson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 533 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cornell Pochily provides investment management services for an annual fee based on a percentage of the value of your portfolio. The annual fee varies between 0.50% and 1.25%, depending on the amount you invest and the type of investment services you need. The firm may negotiate a lower fee based on certain criteria. For clients who want to maintain full control over their accounts, Cornell Pochily will negotiate a fee depending on the level of service needed, generally ranging from $100 to $10,000 on a fixed fee basis and/or from $150 to $350 on an hourly rate basis.
Location
2415 North Triphammer Road, Suite 1, Ithaca, NY, 14850-1094
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cornell Pochily Investment Advisors, INC.
State Registrations2 states
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