MC
MC

Michael Cornell

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
291 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$312.3M

Fee Structure

Financial Planning:Included in AUM fee
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Location

107 Kilson Drive, Suite 206, Mooresville, NC, 28117

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael works as a human resources consultant for Insperity HR Solutions, earning commissions based on new customer acquisition.

Employment History
Current Registrations
Namcoa
November 2022 - Present · 3 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.