Cornell Capital Group LLC offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Cornell Capital requests authority to make trades without asking first. They primarily recommend equities, but may use fixed income securities and ETFs as well.
Assets Under Management$81M
Clients15
Advisors3
Avg. per Client$5.4M
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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