Nathaniel Cornell
Nathaniel Cornell is a registered investment advisor at Warm Springs Advisors INC., based in Brutus, MI, with 12 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 15 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Warm Springs Advisors offers investment management services where they manage your investments on an ongoing basis. This service is bundled with financial planning and consulting. The annual fee for this comprehensive service ranges from 0.90% to 1.0% of the value of your portfolio, depending on factors like the type of client and complexity of their situation. Fees are calculated based on the average daily balance and billed quarterly at the end of the period. You can choose to have the fees deducted directly from your account or pay upon receipt of a billing notice.
Location
Brutus, MI
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Nathaniel is the president and director of Home Savings Bank and the vice president of Cornell and Finkelmeier, Inc., where he handles property and casualty insurance. He is also a member of CFI, LLC, dealing with benefits insurance.
Employment History
Current Registrations
Warm Springs Advisors INC.
Previous Registrations
Deeter & Bodnar Advisors, LLC
Advantage Capital Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.