Alison Cornwell is a registered investment advisor at Silicon Valley Capital Partners, L.P., based in San Jose, CA, with 6 years of industry experience. Alison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 414 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee varies between 0.40% and 1.00% depending upon the size of a client’s portfolio and the type of services rendered. SVCP may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Location
1731 Technology Drive, Suite 810, San Jose, CA, 95110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Silicon Valley Capital Partners, L.P.
Previous Registrations
Rebalance LLC
State Registrations1 state
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